How do you find the next big thing in tech? In this video, ATT’s Mike Seidenberg explains how Silicon Valley’s unique ecosystem of talent, capital, and ideas provides an edge in spotting secular trends. Learn how the team looks beyond the obvious AI plays to find “second derivative” opportunities, why they remain bullish on software, and the research that led to a new investment in Spotify. A quick look into a process-driven investment philosophy for identifying the future of innovation.
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