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.
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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 #49: Making Money on AI, Consumer Deserves Attention from Investors, Nvidia Invests in OpenAI
The Learning Corner by Precursor
18 minutes 25 seconds
1 month ago
Episode #49: Making Money on AI, Consumer Deserves Attention from Investors, Nvidia Invests in OpenAI
We explore Jerry Neumann's "AI Will Not Make You Rich," which argues that transformative technologies like AI may not deliver lasting competitive advantages, using economist Carlota Perez's tech wave framework to examine whether we're in the "frenzy" or "irruption" stage of AI development.
Next, we dive into the curious disconnect in consumer tech markets, where VC funding has dropped from 15% to 5% of venture dollars despite consumer companies significantly outperforming the Nasdaq-100. Charles discusses why Precursor remains bullish on out-of-favor sectors and whether AI-powered personalization could revive investor interest in consumer tech.
Finally, we examine Nvidia's $100 billion investment in OpenAI and what this reveals about the interconnected web between chip makers, data centers, and AI companies.
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.
