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
(New Post) The Compound 2023 Annual Letter
This is a barely redacted version of the annual letter we sent our LPs. It covers our thoughts on:
- AI, Robotics, Bio, & Crypto investment frameworks and industry views
- The lack of durable consensus in venture
- Building @CompoundVC... See more