AI’s Uneven Arrival

Generative AI’s Act Two

Sonya Huangsequoiacap.com
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AI: Startup vs Incumbent Value

Elad Gilblog.eladgil.com
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The end of incrementalism: how AI will reward maximalist start-ups

Philip Clarkphilipjclark.substack.com
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Stratechery by Ben Thompson

Ben Thompsonstratechery.com
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Rippling and the Return of Ambition

John Luttigluttig.substack.com
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