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AI investing

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 17, 2025 by Harry Stebbings · across every show →

Everything said about AI investing, oldest first

Nov 17, 2025 positive
Opinion
Harry Stebbings: AI investing success requires shifting human labor spend to software
“But if you look at the TAM, the secret to success in AI investing is where we see a transition from software budgets to human, from human labor budgets, sorry, to software budgets.”
Harry Stebbings Nov 17, 2025 ▶ 48:25 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
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