The AI Opportunity that goes beyond Models

So for everyone that I haven't met before, I'm Alex Rampel on the Apps Fund. I've been at the firm for 10 years. I stole this from Chris Dixon who published a post like this about probably 12 or 13 years ago. And the whole premise is that product cycles drive growth. And you know the top of the chart here is the NASDAQ from 1977 to present. It goes up sometimes, it goes down sometimes. Over the long run, it has gone up. But there have been some very scary down points. So there really there have been four ma ...