Interview
Chris Mayer and Ian Cassel on the Edge AI Can’t Replicate
You can listen and watch on Spotify, Apple, and YouTube.
May 4, 2026 · 1 min read min
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
You can listen and watch on Spotify, Apple, and YouTube.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
The ultimate edge is still simply being present with management in varying ways that most other investors aren’t doing.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.