FSD: OpenAI Valuation & Coatue, Momentum Factor

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-10-26

Heading home from Money 2020, Ram shares what a string of conversations in San Francisco taught him: AI adoption is still under-penetrated, even in Silicon Valley, and the frontier labs now look like airlines, with falling token prices and consolidation ahead. He turns to OpenAI's latest raise and the capex obligations behind it, asks whether Coatue is the Tiger Global of this vintage, and passes on a venture investor's read on the midterms, along with why owning stocks after midterms has historically worked. Then the venture picture: talent hoarding at big tech, experience as a service...