AI: Startup Vs Incumbent Value - by ⁦@eladgil⁩ - Elad Blog — very thoughtful https://t.co/Keh6dQAYaB

The right question to ask after what happened these past few days isn't how Deepseek is going to make money. It's how OpenAI will. Deepseek isn't the one that needs to make a ROI on half a trillion dollars worth of data centers (or whatever fraction of that amount actually materializes) with a product that's now offered... See more

How can small AI startups beat incumbents that have billions of dollars? Mike Maples (@m2jr)—legendary @floodgatefund seed investor who wrote early checks for Twitter, Twitch, Okta, and Lyft—has an answer. It's not building the smartest model or raising the most money: Startups can win in AI... See more