Caroline Duffy | Cowboy Ventures - On the labor shortage economy, the humanoid problem, and tourist investors in defense

Meet Caroline Duffy, Partner at Cowboy Ventures. From flying to Guatemala to observe call center workers alongside Andrew Ng in the early days of AI, to watching it come full circle and now investing in the companies that used to just be ideas, she has gotten to work alongside some of the best AI researchers in the world and now invests alongside icons like Aileen Lee at Cowboy.In this episode we get into her labor shortage economy thesis and why the real AI opportunity in critical sectors is not about replacing workers but finding them, why she thinks defense is overhyped and overrun with tourist investors, her take on humanoids, why overfunding at seed is one of the fastest ways to kill a company, and the best advice her dad ever gave her.