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Michael Parekh - The AI Value Stack: Unlocking the Future of Innovation

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Manage episode 443887578 series 3450846
Content provided by Gemini. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gemini or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Michael Parekh is a former partner and managing director at Goldman Sachs. Today, he serves those same roles at MKP Capital Management, focusing on AI and the 4th Tech wave. Michael was using the internet in the 1980s, and has closely watched the evolution of all things digital. He regularly shares his insights with the world on his personal Substack.

In this episode, Jake and Michael discuss Michael's theory of the "AI value stack", why we are at "the beginning of the beginning", what's next after the chat bot, and the ongoing race to build the first AI market moat.

  continue reading

42 episodes

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iconShare
 
Manage episode 443887578 series 3450846
Content provided by Gemini. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gemini or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Michael Parekh is a former partner and managing director at Goldman Sachs. Today, he serves those same roles at MKP Capital Management, focusing on AI and the 4th Tech wave. Michael was using the internet in the 1980s, and has closely watched the evolution of all things digital. He regularly shares his insights with the world on his personal Substack.

In this episode, Jake and Michael discuss Michael's theory of the "AI value stack", why we are at "the beginning of the beginning", what's next after the chat bot, and the ongoing race to build the first AI market moat.

  continue reading

42 episodes

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