We've looked at the data of 3,000 venture capital firms in the U.S.
Why listen
It goes beyond the title with direct discussion of like, know, it's, including: Only 20 have achieved consistent 3x net returns over the last two decades.
Key takeaways
01He's talked about Astra and some of the long-running capabilities that are going to come out soon
02And particularly the three frontier model companies, SpaceX, OpenAI, Anthropic, represent somewhere between $3.5 to $5 trillion of potential enterprise value
03We reached 100 billion in revenue in AI It took SAS 15 years to get to the same point AI did that in four years And we not even close to anywhere in terms of the penetration of dem
Best for
listeners looking for a practical AI episode debrief