We asked a $18.9B Investor how to survive the AI bubble
Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
15 years ago we set an objective to become the number one performing private equity hundred since we set that goal, the four funds we invest after that have all done five X or better. How do you do five X in six years? Well you go get Navy SEALs to run plumbing companies. Perfect sense too. It works pretty well. Yeah. In your world, there's a bunch of like AI roll up. We're gonna buy a company, we're gonna throw AI in it, it's gonna be awesome. Is that a good strategy? They'll have two million in revenue and a$500 million valuation, and they're gonna go to zero. How do you see the world in the market? Where do you see opportunity? Where do you see destruction? And where do you see overhype? Okay, I'll start with overhype. How about that? I feel like I can rule the world, I know I can be what I want to I put my law in it like my day song on the road, let's travel.
Brand Weaver here today. You've seen this guy all over YouTube, TikTok, wherever you've been seeing. What I'm interested in is I would have always loved to go to Stanford. And go to Stanford Business World. There's probably a lot of people listening to this.
I kinda wonder what would it be like and ha ha you know, that would be cool to be able to go learn from the best at one of the best schools. Well, we get to kinda do that today. We have somebody who not only is out in the field, you've got a private equity fund that has almost like twenty billion d in assets under management. But you also teach at Stanford and I think today It'll be fun if we get to hang out and pick your brain and be students uh like we're in your class. Love it. Lo looking forward to it.
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