The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

502. A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright (Seth Levine)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

00:00

Seeking alpha versus beta in AI investing

Seth explains focusing on alpha by taking differentiated risks and spreading them across nascent AI infrastructure and cycles.

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