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EP.147 [EN] Beyond the AI Hype: What’s Worth Betting On with Cathy Hwang
Friday, 30 October, 2026

AI帶動市場熱度，但投資機會不只存在於熱門話題，野村投信深耕台股研究，從不同產業與企業中發掘成長契機，協助投資人掌握多元布局機會！ https://fstry.pse.is/9uhucm —— 以上為 KKBOX 與 Firstory Podcast 廣告 —— When almost every company calls itself an AI company, what makes one worth betting on? For Cathy Hwang, Venture Partner at Palm Drive Capital, it comes down to customer value and the people building the business. From Wall Street to early-stage venture, she has spent her career deciding where capital should go before the outcome is clear.In this episode, Cathy shares how she looks beyond the hype, why she backs founders who challenge assumptions, and where human judgment still leads. She explores why better AI tools still require clear thinking and why she’s betting on deep industry expertise and a willingness to keep learning.【Her Story】Beyond the AI pitch: customer value, paying users, and executionBetting on founders who challenge assumptions and adaptWhere AI helps — and why clear thinking still mattersThe next bet: deep industry expertise and a growth mindset加入會員，支持節目： https://careher.firstory.cc/join留言告訴我你對這一集的想法： https://open.firstory.fm/user/cky6u8bgpwpn00858w0xrike6/comments Powered by Firstory Hosting