The following are notes from Jericho Capital's Josh Resnick and Leon Shaulov's presentation at the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024. Josh Resnick is the founder and managing partner of Jericho Capital, an investment manager focused on investing in the global technology, media and telecommunications (TMT) sectors.
Big Believer in AI especially in Advertising space
Meta as a great example.
Tweaking the engine based on colors topics times of day. That’s why still growing at 25%.
Leon believes we are creating massive industries within AI and believes it’s incredible
It’s all a moving target, his confidence is that it’s going to get built not as much about...
