Not in the interview, but @bendingspoons is such an impressive outlier: a PE company that's public, Italians buying US fallen angels
There are now two paths for software companies in the AI era.
@BainCapVC Partner @aaref explains the alternative to the frontier lab approach:
"We're going to embrace 20% growth."
"We're not going to try and take over the world. We're going to cut costs. We're going to stop
