Abie Cohen

But I think that if it’s true that AI does more of the basic work that humans do, more people will work in Flounder Mode. We will have the luxury of following our curiosity, and curiosity is something that the LLMs seem to lack. It’s human.

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

Last week, Brad Gerstner and Bill Gurley discussed how Tech has grown from 5% to 15% of global GDP over the last 15 years, largely owing to faster growth rates.

As software companies get fitter and stack new S-curves of growth, later stage companies become highly effective capital allocators - which is why we’ve seen Tech outstrip the rest of the... See more

When I have a piece of writing in mind, what I have, in fact, is a mental bucket: an attractor for and generator of thought. It’s like a thematic gravity well, a magnet for what would otherwise be a mess of iron filings. I’ll read books differently and listen differently in conversations. In particular I’ll remember everything better; everything... See more

it feels intuitively true that beneath all our striving and building, what we're really seeking is deeper human connection and experience.