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... See more
this NVDA rally has gone from "incredibly impressive" to actually scaring me a bit. not for AI safety reasons. I'll explain.
I'm lucky enough to be an early investor in @CoreWeave, one of the most incredible startup stories I've ever seen. one of the most interesting things about proximity to CW is simply having a pulse... See more
6 months ago it looked like AI / LLMs were going to bring a much needed revival to the venture startup ecosystem after a few tough years.
With companies like Jasper starting to slow down, it’s looking like this may not be the case.
Right now there are 2 clear winners, a handful of losers,... See more