Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
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Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
AI and robotic companies will make many promises in the days ahead, but we must remain sober-minded about the costs and benefits of this technology.
Joshua Smith • Robot Theology
"Verticalized agents" is a bit of a meme among startups right now—but rightly so: Over the last year, we indexed too far into AI being a Swiss army knife—jack of all trades and master of none.
You simply cannot go wrong building something obsessively focused around a problem. And this is not simply because you will deliver value more precisely—but... See more
What happened to the future? - Founders Fund
foundersfund.com
- DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
- Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )
- To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo? tem