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43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketModeration: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:04:27ENPeter Deng on Why AI Pricing, Evals and Voice Are Still MisunderstoodModeration: Jacob EffronA product leader's guide to pricing AI around work, making evals the spec, and why voice and proactive agents are underrated









