Sarah Drinkwater
@sarahdrinkwater
Knowledge beachcomber interested in the ownership economy, flourishing communities, ecosystem building, magic, and knowledge as an end to itself.
Sarah Drinkwater
- YouTube
youtube.comSam Whitmore: Building with Memory
youtube.com
Trust comes from trading with each other ... but you need something to trade, which is getting really problematic with AI https://t.co/P0UBDbv4lo
Trust comes from trading - but what can we trade in the age of AI?
Valuing AI companies using traditional VC methods and metrics isn't just wrong—it's dangerous.
SoftBank values OpenAI at $300B
Microsoft values it at $157B
Elon wants to buy it for $97B
Who is right, who is wrong?
🧵AI Valuation https://t.co/tB5WrW42RZ
long good thread on “value” in AI companies
DocSend - Simple, intelligent, modern content sending
docsend.com
venture capital and perspectives on funding and venture capital (VC)
WTF VC by Slow VC’s Sam Lessin - great assessment of what’s going on in early 2025.