The question has been to what extent do we break our model or the way we do things to adapt to this AI environment... Do we go earlier and take some more risk because of the uncertainty in the environment?

And it's a conversation we have all the time, and it's one, again, that I think is constantly evolving as we see how things go in the ecosystem.

4:25 / 5:08

And I think the question has been to what extent do we break our model or, like, the way we do things to adapt to this AI environment. And it's a conversation we have all the time, and it's one, again, that I think is constantly evolving as we see how things go in the ecosystem. And I think a lot of funds are trying to to figure this out right now. Do we go earlier and take some more risk because, of of the uncertainty in the environment? Are some of these, you know, investments that are higher absolute valuations actually potentially good fits for us because they meet our return profile and look actually like deals that would that would be a normal deal on our fund? You know, I think a lot of AI companies look different and so it's forced us to have this conversation around, you know,

Why this clip

Strategic framework for adapting investment models to AI era. The vulnerability of admitting model uncertainty plus specific tactical questions makes this relatable for investors.

4:25 - 5:0843sPractical Framework

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The SUV crisis was a big one... that was like all of our money, all of our company's money right like is that a conflict or just something that happens to you I don't know

1:42 - 19s · Origin Story

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