Cover art for Coffee and Investing with Saurabh Mukherjea

Understanding AI Economics: Mapping the Value Chain from Chips to Customers

Coffee and Investing with Saurabh Mukherjea

Published
April 18, 2026
Duration
10:07
Summary source
description
Last updated
Oct 25, 2026

Discusses ai, investing.

Summary

Interested to know more? Just fill in your details and we will reach out to you: https://marcellus.in/connect/-------------------------------------------------------------Watch other episodes of Coffee and Investing with Saurabh Mukherjea here: https://www.youtube.com/playlist?list=PLDSIIRVCMPwiJSEqXTUtmDbC90fupgGb ----------------------------------------…

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Show notes

Interested to know more? Just fill in your details and we will reach out to you: https://marcellus.in/connect/-------------------------------------------------------------Watch other episodes of Coffee and Investing with Saurabh Mukherjea here: https://www.youtube.com/playlist?list=PLDSIIRVCMPwiJSEqXTUtmDbC90fupgGb --------------------------------------------------------------Follow us on:→ X: https://x.com/MarcellusInvest → LinkedIn: https://www.linkedin.com/company/marcellus-investment-manager

Themes

  • ai
  • investing