“We've spent a lot of time trying to think, where in AI…” — Capital Allocators – Inside the Institutional Investment Industry at 11:19
“We've spent a lot of time trying to think, where in AI should we place our bets? We have a lot writing on compute. We decided if AI was going to work compute would be very big. We have found hard tech and other experts to work with to try and figure out where to do it. You need that narrow”
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