Kai Wu

Kai Wu has discussed 18 US public companies across 5 Excess Returns episodes, per Ticker.id. Top: $SPCX, $NVDA, $MU, $UBER, $AMZN.

  1. My one-liner was, look, if your moat was your code, that's gone, right? AI has basically obliterated that moat.
    Kai Wu · Excess Returns · Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice · 2026-08-28
  2. He was saying he underestimated the inertia of society. That why isn't society just automatically adopting my technology? It's so amazing.
    Kai Wu · Excess Returns · Private Equity Chased Software. Big Tech Is Chasing AI. Dan Rasmussen on If They Are Making the Same Mistake Twice · 2026-08-28
  3. ASML did it probably 50, 60 whatever years before Palantir and they didn't spin that good a story.
    Kai Wu · Excess Returns · He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead · 2026-07-01