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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
Really fascinating discussion around Magnificent Seven, AI, and investing in AI by Gavin Baker, Antonio Gracias, and Bill Gurley. Leaving my notes here:
"...what scaling laws say is if you wanna double the performance of an algorithm, you need to train it on ten more compute and data. So the reason this turbo charges... See more
Mostly Borrowed Ideasx.com
Liang Mong Song was TSMC's renegade genius.
He gets frustrated with the leadership, so he defects to South Korea and single handedly pushes Samsung to overtake TSMC.
Then SMIC, China's main foundry, poaches him. He becomes CEO and brings along a conga line of Samsung and TSMC's top talent.... See more
Dwarkesh Patelx.com"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.com