Invest Like The Best
Episode 411 AI or Die
Invest Like The Best

Episode 411: AI or Die

Invest Like The Best

Episode 411

AI or Die

Ravi Gupta is a partner at Sequoia and a host of the Glue Guys podcast. We cover the reaction to his latest blog post, why traditional business constraints and metrics are becoming irrelevant, and the importance of trying to break your own convenient beliefs.

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Show Notes:

(00:00:00) Learn About Ramp, Ridgeline, & AlphaSense

(00:06:00) Introduction to 'AI or Die' Essay

(00:06:29) Initial Reactions to AI Advancements

(00:08:24) The Concept of 'AI or Die'

(00:10:40) Adapting to Rapid Technological Change

(00:12:02) Using AI for Real Work

(00:13:58) Evaluating Company Agility and AI Integration

(00:18:58) The Cost of Employees in the AI Era

(00:25:36) AI's Impact on Business Strategy

(00:36:55) Changing Perspectives on AI Models

(00:37:50) The Importance of Context in AI

(00:39:09) Optimism in the Age of AI

(00:40:22) Predictors vs. Reactors

(00:42:54) AI Tools in Business Operations

(00:46:07) The Future of Small Teams and Efficiency

(00:49:01) Investing in the AI Era

(00:55:11) The Role of Board Members in AI Adoption

(00:57:22) Embracing Change with Humility

(00:59:17) The Ghost of Competition

(01:05:04) Seizing the AI Opportunity

AI or Die

Introduction

Patrick
My guest today is my good friend Ravi Gupta. Ravi is a partner at Sequoia Capital and also the host of Glue Guys, a podcast on the Colossus Network that discusses both business and sports. I wanted to have him back on Invest Like the Best to discuss a recent essay of his that he called "AI or Die."

As someone with incredible operating and investing chops, Ravi believes we're entering an era where the constraints that historically limited small teams are dissolving, creating unprecedented opportunities for those willing to embrace change aggressively. We discussed why traditional metrics of corporate success like headcount and process adherence may become liabilities, what it means to be a world-class reactor versus a world-class predictor, and how magic per employee and organizational agility will emerge as crucial measures of value creation. Please enjoy my great conversation with Ravi Gupta.

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