Topic
Code Generation
![Artwork for Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]](https://megaphone.imgix.net/podcasts/638034f8-63bb-11f1-8c95-6396d39926c0/image/bf350c0e87fc4d280ef1c0572526d26d.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
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.
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Enterprise Internal Knowledge
Yash Patel argues that AI progress has moved from pretraining and scaling laws into a post-training era dominated by RL, verifiable rewards, and enterprise-specific specialization. He says the next frontier is continual learning from production feedback, while compute scarcity, chip economics, and data access will shape which companies can keep improving.