
The AI Race Is Rigged. Here’s Why.
In this episode, Earnest Sweat and Santosh Sankar explore how AI’s rapid progress is outpacing regulation and adoption, weighing the risks and benefits of industry self-regulation, regulatory capture, and treating AI as a utility. They discuss how AI is reshaping competition for startups, why distribution, specialized expertise, unique data, and exceptional talent can matter more than technical moats, and why founders need to turn learning into action quickly. The episode also covers fundraising trends for emerging managers, including LP transparency, co-investment rights, and the long-term…
The skinny
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