Jordi Hays
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Appearances Over Time
Podcast Appearances
Come a long way.
Do you track economic impact from World Cup?
Are you reading into it?
Some people are saying that's the reason why we're seeing unemployment so low in a time of AI disruption.
It's like there's a lot of hospitality hiring.
Do you read into this stuff?
That was what was happening in Vegas for F1.
It was the same thing.
It's a couple thousand bucks just to have a car take you from your hotel to the event.
It was crazy.
Anytime there's huge demand.
So you're thinking more long-term.
Take us through the basic thesis for the fund, some of your historical investments.
Obviously, it seems like you're not thinking quarter to quarter based on unemployment rate data of this month and whether or not the World Cup is causing unemployment to decline or spike.
But what is the thesis for the fund?
How long have you been doing this?
Okay.
SpaceX, Ring, Matterport, you're not afraid of hardware.
Where'd that come from?
What's your thesis on hardware-enabled technology companies going forward?