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Jamie Lee from Tamarack Global shares insights on generating venture capital alpha through founder referrals, asymmetric information, and deep diligence, while exploring emerging technologies like humanoid robotics and the future of labor automation.
Thomas Laffont of Coatue discusses the evolving AI infrastructure landscape, the death of traditional systems of record in enterprise software, winning strategies in venture investing, and the importance of founder magnetism and mentorship in building transformative technology companies.