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Can AI Build Moats?

28 min • 5 september 2024

It takes more than a buncha buzzwords to build a company.


(00:21) Tim Beyers and Mary Long discuss:

How jobs reports impact investment theses

A tech company’s changing identity

What C3.ai actually does


(14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.


Learn more about the Range Rover Sport www.landroverusa.com


Companies discussed: AI, NVDA, MSFT, WING


Host: Mary Long

Guest: Tim Beyers, Sanmeet Deo

Producer: Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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