good episode.
Great episode; loved the stories here! Thank you, @DanRose999 Full episode link:
Good piece on Berkshire's investments in Japanese trading firms. Imagine following companies for >20 years and then buying them at the age of 90! There is no dearth of intelligence in the investing world; but patience such as this is unheard of!
These three stood out: "Open source makes AI startups into consulting shops, not SaaS companies" "Most endpoints compete on GTM, not AI" "Invisible AI will be the most valuable deployment of AI" Very thoughtful piece on AI by @itsurboyevan
Interesting piece discussing midwit fallacy related to subsidies
"...the best time to buy bubble survivors is when their finances look abysmal—when the growth story is ruined because they're cutting back on expenses so fast, and margins still look bad" Good piece by @ByrneHobart
Great and timely piece, @TSOH_Investing!
