#24 - Glen Kacher (Chief Investment Officer, Light Street Capital) - AI's Potential Impact on Public Software Companies, How to Conduct Rigorous Research, Lessons learned from Julian Robertson
#24 - Glen Kacher (Chief Investment Officer, Light Street Capital) - AI's Potential Impact on Public Software Companies, How to Conduct Rigorous Research, Lessons learned from Julian Robertson
shomik.substack.com
Listen now | Many of us in the private markets are curious about how public markets view AI’s impact and the approach that public market investors take to investing in companies. This episode uncovers that from one of the top public software investors in my opinion.
#24 - Glen Kacher (Chief Investment Officer, Light Street Capital) - AI's Potential Impact on Public Software Companies, How to Conduct Rigorous Research, Lessons learned from Julian Robertson
#24 - Glen Kacher (Chief Investment Officer…
#24 - Glen Kacher (Chief Investment Officer, Light Street Capital) - AI's Potential Impact on Public Software Companies, How to Conduct Rigorous Research, Lessons learned from Julian Robertson
Listen now | Many of us in the private markets are curious about how public markets view AI’s impact and the approach that public market investors take to investing in companies. This episode uncovers that from one of the top public software investors in my opinion.