Simply put, success breeds confidence. The longer this success lasts, the more a leader’s confidence grows.
The tricky part is that this increase in confidence is initially a positive because it is what enables a leader to take risks, expand, and grow. However, if success is sustained for long enough, an increase in confidence can morph from an adva... See more
Application layer AI companies are not just UIs on top of a foundation model. Far from it. They have sophisticated cognitive architectures that typically include multiple foundation models with some sort of routing mechanism on top, vector and/or graph databases for RAG, guardrails to ensure compliance, and application logic that mimics the way a h... See more
The history of progress is the continued commoditization of once-scarce things.
Commoditization is the mechanism of compounding . It’s only by turning previously rare and unwieldy things into building blocks that we can build bigger and bigger things.
Its biggest beneficiaries are those who recognize what’s becoming commoditized and what will become... See more