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

2715.658 - 2743.573 George Sivulka

unpack the last bit including the non-ai companies i genuinely believe that computers made legacy businesses better if you use them correctly uh and so it's a massive disrupting force but if you can ride the wave of change a ai agents and this new fundamental paradigm that is a massive unlock for you do you think there is a slight difference everyone talks about kind of different uh technological transitions when you look at you know the agricultural transition or the kind of agricultural dependency on human labor and movement to machinery