My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow... See more

In a world where everyone has access to the same AI models, one might think returns begin to converge across firms. But it’s clear that for now a real advantages you can have as a company, team, or individual is your ability to make AI successful. A big part of that is willingness to change processes and workflows to... See more