E64: Chris Paik on the End of Software and the Future of AI Infrastructure

Chris Paik, general partner at Pace Capital, discusses the evolution of the venture capital industry, his frameworks for understanding AI's impact on software, and the future of consumer companies in light of changing infrastructure requirements. For full show notes, visit: https://highlightai.com/share/5eeb1531-f0b6-437f-95f6-3949c0ce780c 

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LINKS:

Pace Capital: https://pacecapital.com/ 

The End of Software: https://docs.google.com/document/d/103cGe8qixC7ZzFsRu5Ww2VEW5YgH9zQaiaqbBsZ1lcc/edit?tab=t.0 

The Three Brothers Parable: https://docs.google.com/document/d/14BBVzpSSFZkPS3ja3s2LbfFV_inpjsbxPezIV06O9s8/edit?tab=t.0 

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FOLLOW:

@cpaik (Chris)

@eriktorenberg (Erik)

@TurpentineVC