AI’s Uneven Arrival
Really fascinating discussion around Magnificent Seven, AI, and investing in AI by Gavin Baker, Antonio Gracias, and Bill Gurley. Leaving my notes here:
"...what scaling laws say is if you wanna double the performance of an algorithm, you need to train it on ten more compute and data. So the reason this turbo charges th... See more
Mostly Borrowed Ideasx.comWith Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa