The Cost of Staying: A Bloomberg Beta Investor Maps the AI Career K-Curve

Bloomberg Beta investor Amy Tam dissects career tradeoffs in the AI era from a VC perch. Her core thesis: the shift from execution to judgment is already happening, and the K-curve is widening — early movers are compounding, while fence-sitters are compounding in the opposite direction. She maps the tradeoffs across FAANG, Quant, Academia, AI Startups, Research Startups, and Big Model Labs.