Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.
All content for The Learning Corner by Precursor is the property of Mia Farnham, Charles Hudson and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.
Episode #46: AI Troubles for Taco Bell, Is Non-Consensus Dangerous, Are Software Economics Going Off a Cliff with AI
The Learning Corner by Precursor
18 minutes 51 seconds
2 months ago
Episode #46: AI Troubles for Taco Bell, Is Non-Consensus Dangerous, Are Software Economics Going Off a Cliff with AI
This week on The Learning Corner by Precursor, Mia and Charles dive into three major topics shaping the future of AI, startups, and software economics:
Taco Bell’s Voice AI Troubles: A WSJ piece reveals just how glitchy the chain’s drive-thru AI rollout has been—and why they’re rethinking it entirely. Charles shares why these failures might actually be a good sign of progress and what’s at stake when AI misfires in higher-risk industries like healthcare and finance.
The Myth of “Non-Consensus” Investing: A provocative thread from Martin Casado questions whether early-stage investors are placing too much faith in being contrarian. Is alpha really found in non-consensus bets—or does follow-on capital always chase what’s hot?
The Software Margin Cliff: A brilliant Substack from Sam Schillace suggests that AI is driving software economics off a cliff. As inference costs grow and traditional SaaS margins shrink, the industry may look more like manufacturing than the creative playground it used to be.
The Learning Corner by Precursor
Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.