The Meb Faber Show: “How Fast Is AI Really Destroying SaaS and Jobs? – What Investors Need to Know Now”
The Meb Faber Show: “How Fast Is AI Really Destroying SaaS and Jobs? – What Investors Need to Know Now”
Today’s guests are Alex Rubalcava and Paul Bricault of Amplify.LA, a pre-seed venture capital firm.
In today’s episode, Alex and Paul break down the opportunities and challenges AI is creating for both startups and investors. They discuss the changing economics of software, what makes an AI company defensible, where investors are finding opportunity in frontier sectors, and why speed matters more than ever in early-stage investing.
To close, they explore startup pivots and the tax advantages of QSBS.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(1:27) Introducing Alex and Paul
(2:02) Public software companies & AI
(5:13) Amplify LA background and partnership formation
(7:34) AI use cases in portfolio companies
(15:08) AI’s impact on the job market
(30:31) AI’s impact on investment opportunities at the pre-seed stage
(41:02) Aerospace sector opportunities
(44:32) Successful startup pivots
(50:18) Liquidity in VC
(55:28) QSBS impact
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Sponsor: To learn more about CAOS, read the Fund’s prospectus and important information, visit: https://hubs.la/Q049WD8G0
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Have questions? Reach out to us any time at info@cambriainvestments.com.
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Website: http://mebfaber.com/
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