489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Nick Moran
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Show Notes
Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy. In this episode we cover:
- AI Investment Opportunities and Challenges
- Healthcare and Legal Implications of AI
- Defensibility in AI and Long-term Investment Strategies
- Vertical vs. Horizontal AI Opportunities
- India's Digital Currency and Blockchain Ecosystem
- Investment in Indian Innovation and Infrastructure
Guest Links:
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