There’s an insane amount of alpha in:
- People in SF leaving SF to see how people and companies around the world are using AI (hint: most are still using it primarily as search)
- People outside SF spending even two weeks in SF to see how people and companies are operating here (hint: many are already living in the future)
This may be obvious to some, but the gap right now is staggering. The global diffusion of AI is a massive opportunity.
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