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The Meb Faber Show - Better Investing

Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626

April 10 · 1 hr 12 min
0:00-1:12:50

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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.

(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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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

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