From Invest Like the Best with Patrick O'ShaughnessyNeil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
The economic unlock for proactive AI is speculative inference: spending tokens without knowing whether they will produce a return.From Invest Like the Best with Patrick O'ShaughnessyBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
The AI cycle’s most durable output may be power infrastructure. GPUs have short useful lives, but power capacity persists.From Lenny's Podcast: Product | Growth | CareerSnapchat CEO: Why distribution has become the most important moat | Evan Spiegel
AI may make ideation, development, and strategy easier. Distribution will remain the harder, more defensible challenge.
From Invest Like the Best with Patrick O'ShaughnessyMichael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]
AI will devastate specific job sectors, yet history suggests major technology eventually creates more jobs than it eliminates.
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