Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging”

My rule is if you haven't grown because of AI, you failed. The amount of money we're investing in AI right now at 300

to400 billion dollars a year in capex, will you get the near end ROI? Will it be an economically rational decision

when you look back 2 3 years from now? I don't know. I think venture is just going to rip. You're getting a lot of money back as an LP, right? Just massive

amounts of cash coming back. I mean, if Oracle can get AI native by June 30th and your portfol startup can't, I mean,

I'll smile, but I'd give up. Ready to go.