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43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost 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 MisunderstoodHost Jacob EffronA product leader's guide to pricing AI around work, making evals the spec, and why voice and proactive agents are underrated









