Abie Cohen

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... See more

The most contrarian bet in venture capital right now is Thrive’s investment in OpenAI at an $80B valuation.

Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.

You can be contrarian in two ways:1

1. Having a different POV than the mainstream


2. Having 100% conviction in the mainstream POV and doubling down on it in a way

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Average loss ratio. Some sectors are higher risk than others. For the past couple of decades, for example, social media has been particularly challenging, with Meta acquiring or suffocating insurgents. If the sector you operate in has a high loss ratio, you may want greater diversification.

The world doesn’t reward the people with the best ideas. It rewards the people who are best at communicating ideas. Want to publish a bestseller or launch a startup? Want to spread your ideas across the Internet like schmear on a New York bagel? Then become a better writer .