2 clips
a16z Podcast
A VC argues that leading tech companies represent the greatest businesses ever built, citing their sustained margin improvements over time. The discussion contrasts today's investor focus on profitability with the growth-at-all-costs mentality of 2021 and the dot-com era.
RRiding Unicorns
Akash Bajwa explains the challenge of evaluating AI infrastructure vs applications, using vector databases as a cautionary tale. He warns against extrapolating short-term growth in hot categories like vector databases into overly bullish long-term assumptions, highlighting how easy it is to get caught up in cycle-driven hype.
