466. Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)

Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover:

• Choosing Early-Stage Investing Over Growth Investing
• Masayoshi and SoftBank's Investment Decisions
• X AI and Elon Musk's Vision for AI
• Vertical AI and Industry-Specific Solutions
• Scalability and Expansion in Vertical AI
• Challenges and Opportunities in AI Adoption

Guest Links:

• Kevin Jiang’s LinkedIn
• Company’s LinkedIn
• Company’s Website
• Kevin Jiang's Twitter/X

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