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Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com
Honestly, I’m surprised it took two GPs at a16z to write this total slop.
Sarah calls margin critiques ‘boring cliches’… only to publish Uber/DTC loss-leader parables that we've all heard for over a decade. That debate was done to death fifteen years ago. Missing the point entirely.
This... See more
Interesting insight from @benthompson.
In the world of Deep Research, secrecy might be useful strategy at times and private data sources more valuable. AI is blind without the sources. It doesn't have friends, relationships or conferences overhear things https://t.co/VUW7I4ufhK
"You can break AI down into 5 tiers." - @realGeorgeHotz
"Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5."
"OpenAI and Anthropic will eat all the value from the Cursors and... See more
TBPNx.comEveryone’s software is good enough.
Software used to be the weapon, now it’s just a tool.
In a world of scarcity, we treasure tools. In a world of abundance, we treasure taste. The barriers to entry are low, competition is fierce, and so much of the focus has shifted — from tech to distribution, and now, to something else: taste.
Software used to be the weapon, now it’s just a tool.
In a world of scarcity, we treasure tools. In a world of abundance, we treasure taste. The barriers to entry are low, competition is fierce, and so much of the focus has shifted — from tech to distribution, and now, to something else: taste.
Anu Atluru • Taste Is Eating Silicon Valley.
They postmortem sales reports and channel flow.