Listening to this part of the podcast, I learned that we now have three types of public company analysis:
1. Fundamental analysis
2. Technical analysis
3. Venture analysis
https://t.co/xkigODygKw
NVIDIA in 2015: categorized under “Supporting Technologies” in an AI landscape chart.
NVIDIA in 2026: most valuable company on Earth.
The best investments are hiding in the footnotes.
Perplexity Computer now connects to your health apps, wearable devices, lab results, and medical records.
Build personalized tools and applications with your health data, or track everything in your health dashboard.
2017: Despite billions in funding, most autonomous vehicle companies remain in early-stage demo with scaled deployments years away.
2026: Despite billions in funding, most physical AI companies remain in early-stage demo with scaled deployments years away.