You’re Underestimating How Much You Can Make

Synopsis
Sam and Shaan revisit Bessemer passing on Shopify (now $140B+), Shaan's anti-portfolio of startups he almost invested in, 'Goal: Avoid Ruin' as the highest-leverage investing frame, outlier personalities and how they consistently underestimated Uber. They argue you literally can't overinvest in AI right now.