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2 results for “ai tailwinds” by Jon Callaghan

501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)with Jon Callaghan

“Why 15 years beats 10 years for venture funds”

...driven by AI tailwinds. These are in companies that were started in '20 in one case, 2015,

30:26 / 31:03

market insight30:26 – 31:03

The Full Ratchet

501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)with Jon Callaghan

...by AI tailwinds. These are in companies that were started in '20 in one case, 2015, kinda two cases there, and then a couple cases 2018. So ten year, eight year you know, kinda like long journeys and really nice exits and a lot you know, we we we whe

30:39 / 31:52

from transcript30:39 – 31:52

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