The Meb Faber Show - Better Investing
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Alex Rubalcava and Paul Bricault of Amplify.LA discuss the opportunities and challenges AI presents for startups and investors. They cover changing software economics, AI company defensibility, frontier sector opportunities, and the importance of speed in early-stage investing.