Michael Parekh - The AI Value Stack: Unlocking the Future of Innovation

Beyond Moneyball
06/10/2024 32 min
Michael Parekh - The AI Value Stack: Unlocking the Future of Innovation

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Episode Synopsis

Michael Parekh is a former partner and managing director at Goldman Sachs.  Today, he serves those same roles at MKP Capital Management, focusing on AI and the 4th Tech wave.  Michael was using the internet in the 1980s, and has closely watched the evolution of all things digital.  He regularly shares his insights with the world on his personal Substack.In this episode, Jake and Michael discuss Michael's theory of the "AI value stack", why we are at "the beginning of the beginning", what's next after the chat bot, and the ongoing race to build the first AI market moat.

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