Discussed in
- 20VC_ The AI Bubble Is Wrong _ AI Margins Need to Improve _ Revenue Concentration Should be a Concern _ Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz,
- Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
- 🔥What's Hot in M&A, Multiples by Sector, Concentration at the Top - Here's the State of the Market in July 2026
// RECENT MENTIONS
// SIGNALS
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mention·Invest like the best·AUGUST 11, 2026
“You had Confluent and Elastic and Mongo, Databricks, all of these companies.”
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m_and_a
AI-extracted from podcast / newsletter / paper summaries. May contain errors.