The End of the Silicon Valley Era: How We’re Gaming the System | Jack Selby скачать в хорошем качестве

The End of the Silicon Valley Era: How We’re Gaming the System | Jack Selby

Jack Selby, employee #11 at PayPal and a core member of the "PayPal Mafia," joins long-time friend Bruce Lee to dissect the past, present, and volatile future of technology and investing. In this episode, Jack moves beyond the legend of building PayPal with Elon Musk and Peter Thiel to address the "Mother of All Bubbles" currently brewing in AI. We explore why 90% of VC capital is stuck in just three states and how Jack is finding 70% discounts by investing in the "forgotten" 47 states. ◾️ Chapters: 00:00 Meet Jack Selby: From PayPal OG to Arizona VC 01:30 The Peter Thiel and Elon Musk Connection 03:15 Post-PayPal: Clarium Capital and Global Macro Strategy 04:15 The Arizona Thesis: Addressing the Series A Financial Gap 06:30 The Geographic Arbitrage: Finding Talent in the "Rest of America" 09:15 Fund Timing: Why 2021 was the Worst Vintage in History 12:45 Why the AI Bubble is the Largest in Modern History 15:00 The "Roach Motel" of Private Markets: Fees and Illiquidity 17:30 Circular Contracts: The Leverage and Debt Behind the AI Boom 19:15 The $110 Billion Revised Burn: OpenAI’s Financial Reality 21:30 Litigation Finance: The Hidden Catalyst for the AI End Game 23:00 Is AI Private Equity Uninvestable? Why the Public Market Wins 24:19 Final Thoughts: Why Communication is the Ultimate Next-Gen Skill Join our community💡   / thedisruptorsmedia     / the-disruptors-media   https://open.spotify.com/show/2UwpJqy... https://www.cheddar.com/watch/ https://thedisruptors.com/ Subscribe ➡️    / @thedisruptorsmedia   🔔 Turn on notifications #PayPalMafia #VentureCapital #AIBubble #JackSelby