a16z PodcastMagic Johnson explains why AI is the ultimate demand-driven investment opportunity
“If the sector if there's demand and heavy demand Mhmm.”
And these cities are courting them. Right? They need it. They need it. That's how I look at it. If the sector if there's demand and heavy demand Mhmm. Just like you look at AI, there's heavy demand for it. Yep. Across every industry Heavy. It's gonna help everybody. Right? Lower your your your your cost. You're gonna be more efficient. Mhmm. You're gonna be faster. Yep.
Yep. And you got you you literally have the world's information just right there on your fingertips. That's right. Ready to help, you know, build you the next product Exactly. Code the next company Faster, quicker. Yep.
Less money. Yep. That that sounds like a way to meet. And and you make more money. Exactly. So, again, you know, I wanna make sure,
About this clip
Magic Johnson draws parallels between high-demand sectors and AI investment opportunities, arguing that AI's universal applicability across industries makes it an attractive investment because it reduces costs, increases efficiency, and provides faster access to information. He emphasizes that heavy demand in any sector creates compelling investment opportunities.
Why this clip
A legendary investor breaks down his investment thesis on AI using simple but powerful demand-driven logic that any investor can apply.
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