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AI: Startup Vs Incumbent Value
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
Dan Shipper 📧x.comI have many thoughts on this (some which agree with Anish’s take, some which don’t):
1. If the dominant format continues to be chat, this is not a great experience for third-party developers because of the lack of discoverability. If you want to invoke an app, you have to already know what it's called. OpenAI can try to... See more
Michael Mignanox.com
What the AI boom really means for you:
1. The "AI layer" is the new OS Every industry will have an AI interface. Today's "wrappers" are tomorrow's essential middleware.
2. Data is the new oil, but models are the refineries. Who builds the best fine-tuning and deployment tools will own the... See more
