Invest Like the Best/
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Alex Sacerdote argues that AI is creating a new technology stack, with Anthropic emerging as his highest-conviction private investment because leading models, enterprise distribution, and coding use cases are starting to compound. He also lays out Whale Rock’s broader S-curve framework for investing in tech, then applies it to AI infrastructure, software disruption, and how his firm uses AI in research.
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