Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation - Meb Faber Research - Stock Market and Investing Blog
Thoughts on AI
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Sarah Drinkwater and added
Historical Inflection Points
Colossus • Universal Music Group: The Gatekeepers of Music
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8. First order irrational, second order rational (h/t Chris Paik)
Talia Goldberg • Distribution and conversion models for consumer startups
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-Scarcity? Let’s see: how many opportunities do you get to invest with your favorite podcaster? Right.
Frederik Gieschen • The Rise of Media-First Investors
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Christian Angermayer on Investing in Innovation
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On Listening to the Private Markets, Amazon Aggregators & More
Sam Blumenthal • Signal Leverage
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Inflation: