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Insight #102_AI is a computer, GPT-4o, WWDC 24, 구글의 풀스택 전략, x.ai, Databricks, Sora와 로봇, 결국 AI는 사람의 대체, 인텔, 메모리 반도체, 누뱅크, 제4인터넷은행, Ramp, SK그룹, KKR의 아파트, 퀄리티, 드러켄밀러, 리루, 운종용 부회장
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Insight #101_구글의 AI 전략, 라마3, Benchmark, Vista Equity Partners, Devin, Ramp vs Brex, 누뱅크, 쿠팡, 에어프레미아, Thrive Capital, Spark Capital, 현금의 재발견, 버크셔 해서웨이의 재탄생, 김은숙 작가
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Insight #99_OpenAI 매출, 다양한 LLM, LLM+로봇, 샘 알트만과 반도체, 온디바이스, Agent, 여러 AI 비즈니스 기회들, 해시드의 thesis, 한국신용데이터와 토스 방향성, 실버케어, AI+헬스케어, 네이버 커머스와 C2C, 인프라 투자, IMM PE, VC 게임, USV, Brex vs Ramp, FarmVille, 투자의 모험
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