Why the AI Boom Is Just Getting Started
Watch the episode
1 hr 20 min · YouTube
What they recommend · 1 pick
Claude
AI tools
"We did a 90page PowerPoint deck where we used Claude Code to scour the internet for all the feedback we could about the coding market... go talk to any CIO and they'll just the ..."
Also mentioned
0:53
Anthropic
· "Alex, you were saying that your highest conviction position is anthropic right now... Anthropic has been..."
1:16
ChatGPT
· "Well, when when the gun went off with OpenAI ChatGPT in November 2022, we immediately took the firm and did..."
3:30
Gemini
· "Gemini can never be counted out. We we love Gemini as well. It's one of our largest positions... Gemini's..."
◎
Related episodes
Episodes covering similar topics
How AI Is Repricing Every Software Company
Oct 20, 2026
Why OpenAI and Anthropic Won't Win Finance
Sep 22, 2026