scarce assets

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 27, 2026 by Sam Lessin · across every show →

Everything said about scarce assets, oldest first

Feb 27, 2026 bullish
Insight
Lessin: Scarce, non-digitizable compounding assets will thrive in AI economy
“If you own something that is fundamentally valuable and compounding, you're gonna do great, right? If you own scarce assets that are not digitizable or replaceable, you're gonna do great.”
Sam Lessin Feb 27, 2026 ▶ 27:12 Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse · More or Less Podcast
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