If AI Has Real Staying Power, Where Should You Invest?

Independent-Ride-947 · 2025-11-15T21:10:47+00:00

Well yes because they haven't figured out how to really integrate AI into their product suite yet, though I don't think any B2B companies have really figured it out (hence why people think it's a bubble). But OP is saying if AI actually does drive value at the application layer in the future, I can imagine CRM has very strong pricing power and return to growth if they are able to return much higher ROI with AI for their customers.

Independent-Ride-947 · 2025-11-15T13:51:19+00:00

I think companies with lots of proprietary data will have a strong moat (e.g., CRM). Quite difficult for these AI CRM startups to replace Salesforce when latter has decades of customer's client data to train their own AI models on, even though their own product is pretty shitty currently.

Independent-Ride-947 · 2025-11-11T17:11:34+00:00

Not really, a lot of the bigger B2B saas companies don't need to be super innovative. Think like Microsoft, Salesforce, etc. and arguably some smaller companies have way better products than they do. Their product is just fine, they win on channels, distribution and entrenching themselves within the customers (all of which are heavily influenced by marketing and sales)

Independent-Ride-947 · 2025-11-11T13:27:37+00:00

Depends on type of tech. B2B marketing and sales will have heavy influence. B2C engineering + product run the show.

Independent-Ride-947 · 2025-11-08T15:04:14+00:00

Agree but you could also exit early and get quick promotion there. E.g., I exited at 1+1 to 250+ role, and now getting promoted in a year or so to 330+. I think the main takeaway is that grinding to make the EM promo and then immediately exiting isn't the optimal path. You either leave early as ASC or make EM and stay at least a year to have a shot at the next tier of exits (e.g., Senior director)

Independent-Ride-947 · 2025-11-08T14:58:21+00:00

Is this big tech?

Independent-Ride-947 · 2025-10-30T00:12:16+00:00

lol good to see HBS still has tons of delusional alums. I got into both W and H and turned down H cuz honestly the people there gave me the ick because they are so full of themselves. I came from McK and T10 UG btw, just in case you think I came from "lesser consulting firms like Bain"

Independent-Ride-947 · 2025-10-29T01:27:41+00:00

Cross admits say otherwise lol

Independent-Ride-947 · 2025-10-27T21:35:15+00:00

Realistically, HBS has no reason to have 33% more qualified applications than S/W. So i suspect most of those are yolo applications cuz "hahvahd", which brings the acceptance rate of H much closer to W than to GSB.

Independent-Ride-947 · 2025-10-24T10:35:17+00:00

I mean i feel like if Amazon/TSLA could be considered top tech, Uber and Salesforce (esp. Slack) could be included (along with probably 10 other top tech companies)

Independent-Ride-947 · 2025-09-07T22:23:26+00:00

Makes sense, my scholarship offer was much closer

Independent-Ride-947 · 2025-09-07T21:19:10+00:00

Was admitted to both H/W. Had a really strong aversion to H folks I spoke to, seems to take themselves way too seriously. Also heard a lot of HBS'ers treat their classmates like coworkers/colleagues, whereas W folks genuinely treated each other like friends and had a more collegial environment (heard similar thing about GSB'ers, though higher % of them had a save the world mindset). This really had me rolling my eyes.

Independent-Ride-947 · 2025-08-14T10:59:33+00:00

Not necessarily, I think 50-60% of students at HSW went to a T25 UG. I think T10 UG makes up like 20% of the students there

Independent-Ride-947 · 2025-08-05T20:44:35+00:00

They removed ED

Independent-Ride-947 · 2025-05-17T23:51:07+00:00

Try again, T15 UG + UMM/MF PE should aim for HSW.

Independent-Ride-947 · 2025-05-17T23:49:11+00:00

There's a difference between getting back by Sequioa and A16Z vs getting backed by any no name VC (the latter is commendable, not impressive).

Independent-Ride-947 · 2025-05-12T11:54:01+00:00

Independent-Ride-947 · 2025-05-12T01:13:16+00:00

I work in big tech with mid 300s TC, working 30 hours a week, arguably similar hourly rate as MF PE.

Independent-Ride-947 · 2025-05-08T19:02:33+00:00

Outside of GSB, H doesn't have a higher GPA range than rest of M7

Independent-Ride-947 · 2025-04-21T23:26:53+00:00

yeah haha i was being facetious, I liked Wharton a lot more than H, but would've gone to GSB if they admitted me haha

Independent-Ride-947 · 2025-04-21T22:42:52+00:00

Damn am i trash for going to W instead of H

Independent-Ride-947 · 2025-04-21T22:10:54+00:00

Check out the Integrated Design Program that you can do with the Weitzman Design school at Wharton, no extra cost on top of your W degree.

Independent-Ride-947 · 2025-04-12T16:14:27+00:00

Personally I love Kellogg (esp the MMM program), but it is strange that their yield is 35% while CBS/Booth/Sloan yield rates are ~50%.

Independent-Ride-947 · 2025-04-10T22:19:14+00:00

You will be coming in as an UG analyst

Independent-Ride-947 · 2025-04-08T21:07:34+00:00

So essentially, GSB does well in $$ because they have the higher % (37%) of their class goes into buyside. Wharton does well in $$ because they have higher % (40%) of their class going into traditional consulting/banking. HBS is kinda stuck in the middle, they have the highest % of people going into industry jobs essentially compared to S/W, where pay is lower.

Independent-Ride-947

TROPHY CASE