Eric Flaningam, Investor & Researcher at Felicis Ventures and author of Generative Value Substack blog, joins in this episode to discuss the current state of AI markets, from semiconductors and inference providers to monetization models and regulation. Eric shares his investment philosophy, lessons from historical innovation cycles, and what excites him most about the next decade of AI. If you are interested in how tech trends translate to real-world investing strategies, this conversation is a must-listen!

Now you can also watch on youtube!

Links:

LinkedIn: https://www.linkedin.com/in/ericflaningam/

Blog: https://www.generativevalue.com/

Company: https://www.felicis.com/team/eric-flaningam

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