The end of incrementalism: how AI will reward maximalist start-ups
by Philip Clark
added by Belén Cusi and · updated 1y ago
The end of incrementalism: how AI will reward maximalist start-ups
- In each technology wave the value, revenue, market cap, profits and great people captured by startups versus incumbents differs. In some waves it all goes to startups, while in others it goes to incumbents or is split between them. Unexpectedly, the prior wave of value from AI roughly all went to incumbents over startups, despite a lot of startup a... See more
from AI: Startup Vs Incumbent Value by Elad Gil
sari added
- But just like the internet, someone will show up later and think about something like Uber and cab driving. Someone else showed up and thought, “hey, I wanna check out my friends on Facebook.” Those end up being huge businesses, and it’s not just going to be one model that OpenAI or Databricks or Anthropic or someone builds, and that model will dom... See more
from What Builders Talk About When They Talk About AI | Andreessen Horowitz by Sarah Wang
Nicolay Gerold added
Not sure about this one. Just an interesting snippet. I figure there are some reinforcing loops in the data, where the models get better with more data, attracting more users, generating more data. At the same time, I believe there are huge advantages in the knowledge on how to train and how to manage inference at scale, which makes a huge difference. I do not see anyone catching up to OpenAI at the moment, especially with their new finetuning offer. An interesting factor might be figuring out the right data mix for pre-training and using a better screeing to weed out unwanted behavior. Whoever can figure that out at scale might have a huge advantage, if they can keep it a secret. - Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily favo... See more
from The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
Abie Cohen added
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