Why the AI Boom Is Just Getting Started - YouTube
Patrick O'Shaughnessy speaks with Jared Kushner about navigating high-stakes real estate deals, including the challenges faced with 666 Fifth Avenue. The conversation explores lessons learned from business failures and applying them to government work.
Alex Sacerdote is the Founder and Portfolio Manager of Whale Rock Capital Management, where he has spent the past two decades investing through major technology platform shifts. In this episode, Alex walks through Whale Rock’s framework for finding the most important companies in technology: S-curves, competitive advantage, and underappreciated earnings power. He explains why AI may be the biggest S-curve yet, how Whale Rock built conviction in Anthropic, why code has become the first major unlock for AI, what AI means for the software market, and why the hardware industry powering AI is…
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