Sarah Drinkwater
@sarahdrinkwater
Knowledge beachcomber interested in the ownership economy, flourishing communities, ecosystem building, magic, and knowledge as an end to itself.
Sarah Drinkwater
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.
Future of software and AI tooling
One question kept coming up:
Why haven’t incumbent software providers been able to leverage their valuable data assets yet?
Both giants like Salesforce and growth-stage companies with 10+ years of collected data seem to be struggling to deliver truly differentiated AI experiences. Most of us would assume these companies are sitting on data gold mines that should give them a massive advantage. But is that actually true?
One perspective I found compelling: The historical data these companies have collected simply isn't the right kind to make AI models truly effective. The workflow data, outcomes data, or database info they've aggregated over the years might not be as useful as we'd think. What's most valuable in building agentic AI isn't just workflow data or outcomes data—it's a granular understanding of how humans actually perform tasks.
DocSend - Simple, intelligent, modern content sending
docsend.com
Design Literacy
terrain.com
art and commerce and
Photographer and new media artist Olivia Alonso Gough, aka @bug_girl_69, discusses working with different tiers of creativity, establishing a routine, and not going to grad school unless it's free.
thecreativeindependent.com