Note sull'episodio
In this episode of Startup Builders and Backers, I sat down with Rahul Baig, Head of Venture Capital and Growth Equity Coverage at Wells Fargo, for one of the most wide-ranging and insightful conversations I’ve had this year.
We discuss the seismic shifts occurring across the tech landscape, particularly how AI is driving a new cycle of investment, innovation, and disruption. With $200 billion already invested in AI infrastructure and more to come, Rahul breaks down why this moment feels different from anything we've seen before—more accessible, more transformative, and, in many ways, more challenging.
We also talk about the slowdown in software growth, the short-term pressure on IT budgets, and how the most innovative companies are leveraging AI not just to survive, but to innovate faster and extend their competitive edge. R ...