Episode Details

In this episode, Will and Raju pull back the curtain on what it really takes to invest in AI right now — amid trillion-dollar forecasts and valuations, and a pace of change that’s rewriting company building in real time. From “vibe coding” to AI agents that find the hottest DJ sets, they explore how the tech is reshaping daily life, work life, product roadmaps, and the venture math behind it.  Drawing from decades of pattern recognition across the PC, internet, and mobile eras, they share how to separate hype from lasting value — unpacking RRE’s framework for backing durable AI businesses. Whether you’re building the future, backing the future, or just trying to understand it, this is the episode you don’t want to miss.

Show Notes:
(00:00) Introduction
(01:41) The Staggering Numbers in AI Investment
(04:41) Should Entrepreneurs Start an AI Company?
(07:03) How Raju Uses AI
(09:16) Why AI Won't Kill the Music Industry
(12:18) Will's AI Use as 
(18:50) AI Valuations Are Bonkers
(20:54) Comparing Four Tech Inflection Points
(24:02) Three Unsolved Problems in AI Business Models
(27:47) Raju's Four Characteristics for AI Investments
(31:45) Why Nanit Is the Perfect AI Investment Example
(34:41) The Fraudulent Satellite Imagery Problem
(36:10) Data Authenticity as Investment Opportunity
(38:30) Final Advice