20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

1365.078 - 1385.033 George Sivulka

But what you actually want from that system isn't a search in the data, it's an answer about the data. Hey, what's the customer concentration? What's the strength of the management team? What are X, Y, or Z criteria that are fundamental to our specific investing process? And that's a process. That's not ever explicitly stated. Actually, the marketing materials are often like a load of crap.