https://youtube.com/playlist?list=PLUkh9m2BorqnZGADa8cTzeJblmrZY_SqP&si=MGWCXEtvqVbCQTrw
Investment Philosophies - The 2026 Edition by Aswath Damodaran [43 Video Lectures] #Playlist
References
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Oct 20, 2026
Stanford AI Club: Alfred Lin on Building in the AI Era | 16 Oct 2026 | Stanford AI Club and Sequoia Capital
"Every problem has a solution. Every solution creates other problems, and that's the thing that sort of keeps the economic journey forward." Alfred Lin 00:05:24 https://www.youtube.com/watch?v= MD9NsVj2xo&t=5m24s "Yes, math and coding is b…
Oct 16, 2026
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more | 15 Oct 2026 | Bg2 Pod
"Specialization is the enemy of fungibility. Specialization is the enemy of durability." — Jensen Huang 01:25:34 https://youtu.be/eS7qQ3WJSrw?si=wdjUAQi oMor4WAG&t=1h25m34s "Thinking and problem solving takes a lot more inferences than rep…
Oct 8, 2026
USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano | 8 Oct 2026 | Sourcery
"I don't think a trillion is what we need to underwrite to at USV. I think if our biggest winners are in the single digit billions, given our fund size and our ownership, we can produce really, really healthy returns for our partners." Fre…