Sublime
An inspiration engine for ideas
IMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view:
Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users (bi... See more
JJx.comSeasoned VC Tom Baruch has funded >12 #synbio companies, exiting at 5x to double-digits in as little as 18 months with 0 loss.
After meeting with Tom and reading through his 6000-word essay, here are my learnings:
Part I: Framework for building a profitable synbio unicorn 🧵
Jennifer Kanx.com
10x Growth
maxmarchione.notion.site
He predicted:
• AI vision breakthrough (1989)
• Neural network comeback (2006)
• Self-supervised learning revolution (2016)
Now Yann LeCun's 5 new predictions just convinced Zuckerberg to redirect Meta's entire $20B AI budget.
Here's w... See more
TAM arbitrage: The core idea is that if you, as an investor or a founder, can do the work and understand a market better than anyone else, and appreciate that its actually bigger than anyone gives it credit for, then investors can pay higher prices, founders can be more aggressive with burn, and experiment more broadly.