Sarah Drinkwater
@sarahdrinkwater
Knowledge beachcomber interested in the ownership economy, flourishing communities, ecosystem building, magic, and knowledge as an end to itself.
Sarah Drinkwater
Truth, the provider of meaning and orientation, is also a narrative. We are very well informed, yet somehow we cannot orient ourselves. The informatization of reality leads to its atomization — separated spheres of what is thought to be true.
NOEMA • All That Is Solid Melts Into Information
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.
First, most emerging firms raise small funds. Smaller funds generally outperform, as they can participate meaningfully in early rounds and a single outlier has the potential to generate strong fund-level performance, even if the fund is only able to garner modest ownership.
Francesco Perticarari • Why new VC funds offer the greatest opportunities in Venture Capital
Peoplehood
peoplehood.com
The founder of Teenage Engineering opens up to his creative space
scandinavianmind.comscandinavianmind.com
