Chapter

The Hype Around AI Startups
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21:26 - 27:02 (05:35)

VC firms are now looking for AI in startups and founders are quick to market themselves as AI companies with just one feature. With almost 600 AI startups in the market, the founders may be motivated to rapidly become the developer platform.

Clips
Startups are branding themselves as AI companies to appeal to VCs who are now looking for AI.
21:26 - 25:11 (03:44)
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AI
Summary

Startups are branding themselves as AI companies to appeal to VCs who are now looking for AI. However, the growing trend is causing a misleading representation of funding data around AI startups.

Chapter
The Hype Around AI Startups
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The 20% ROI rule of 72 in the private market means LPs have to triple their investments, resulting in a 5x fund in ten years.
25:11 - 26:16 (01:05)
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LPs
Summary

The 20% ROI rule of 72 in the private market means LPs have to triple their investments, resulting in a 5x fund in ten years. While some LPs may consider investing in venture capital despite low-risk rates, others may opt for cash or cutthroat investing strategies.

Chapter
The Hype Around AI Startups
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The three-year Treasury bill is at 4.7 and private market investing can be goosey, so it’s important to be aware of the potential risks and to understand what is included in the investment portfolio.
26:16 - 27:02 (00:45)
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Private market investing
Summary

The three-year Treasury bill is at 4.7 and private market investing can be goosey, so it’s important to be aware of the potential risks and to understand what is included in the investment portfolio.

Chapter
The Hype Around AI Startups
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg