AI
Knowledge compounders aggregate human judgment at scale,
The Boring Businesses That Will Dominate the AI Era
This term "knowledge compounders" is a great concept of a category in the AI space to build a company. And the articulation in this specific line, "aggregating human judgment at scale."
This is a strong claim. A16z talks about agents forming a layer on top of existing systems of records
benchmarking data
One Year With ChatGPT Pro as a First Hire
Sound for Movement • First Hire | Sound for Movement | Sound for Movement
Appears that there are a few tiers to attain a 1 FTE replacement level adoption.
To-do : Identify different tiers. See stories. And what themes?
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They used ChatGPT Pro as a full-time equivalent for software engineering and research: generating and teaching code (Nuxt + Stripe/Supabase/Vercel), maintaining a production site, and building a generative audio training pipeline. It also handled deep literature review, copywriting, pricing/licensing, UX, and daily planning—with summaries feeding the next day’s work.
Classic software has hit its “late maturity” phase. TAMs have been exhausted, competition is up, and the entire industry’s growth rate will collapse, eventually to that of GDP growth, faster than most think. Because of this, the entire sector should trade on GAAP P/E multiple, like the other “late maturity” industries facing disruption.
Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?
When building financial models for investing, remember to tune them based on the stage of maturity that the market is in.
While I don’t expect diffusion models to supplant autoregressive models, I think there will be more interest in this space, with at least one established lab (Chinese or American) releasing a diffusion-based LLM for mainstream use.
Timothy B. Lee • 17 predictions for AI in 2026
a new kind of llm tech. How does this change the dynamics.
Advanced technology does not move only on sentiment; it moves when prototypes become systems, when pilot projects become assets, and when balance sheets begin to carry the weight of factories, grids, supply chains, and regulated distribution. This shift is measurable. It appears in round sizes, project scopes, unit capacities, offtake terms,... See more
Deep Tech Startups & Venture Capital: An Analysis of 2025
Sometimes this created new from-scratch companies and sometimes it created new companies inside old ones.
Death of Software. Nah.
there are only 2 creation mechanisms of actors
