Really fun chat w/ @TheFullRatchet @TFR_Pod on CAPEX & OPEX supercycles, where to invest in AI & when & for how long, are we in a hype cycle (ans: yes) and what does that mean, AI in India, commoditization of AI layers, and much more.
The Full Ratchet
The Full Ratchet11.8. klo 22.21
“AI is the new oil.” @MohapatraHemant of @LightspeedIndia joins TFR to explain the AI “extraction cycle,” why hype cycles are a gift to founders, the underhyped bets he’s chasing, and why acting fast is key. Episode 489 is now live.
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