Second Player

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Invest Like the Best

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Sundheim: Investing in the Second Market Player Usually Fails
“In most industries, ah, investing in the second player is not, ah, the path to glory.”
Dan Sundheim Feb 24, 2026 ▶ 6:18 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best

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