Putting Theory into Practice

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(00:00:00) - Welcome to Invest Like the Best

(00:03:38) - Dissecting the Dynamics of AI, LLMs, and Market Disruption

(00:05:06) - The World of AI Investments and Market Trends

(00:08:13) - Integration of New Technologies in Business

(00:15:27) - The Power of Increasing Returns and Strategic Investments

(00:22:26) - Unpacking the Role of Intangibles in Scaling and Innovation

(00:28:54) - Transformative Potential of Open Source and Idea Recombination

(00:34:42) - The Complex Landscape of Regulation and Innovation

(00:43:17) - Today’s Venture Capital Ecosystem

(00:47:08) - Impact of Fewer IPOs and Private Market Dynamics

(00:50:38) - Capital Allocation in Zero Interest Rate Environments

(00:54:44) - The Evolution of Venture Capital and High-Stakes Investment Games

(00:57:21) - Exploring New Frontiers: AI, Energy, and Physical World Innovations

(01:01:14) - The Power of Learning by Doing

(01:17:49) - Working with Genius

(01:26:47) - The Value of Teaching, Writing, and Sharing Knowledge