Sublime
An inspiration engine for ideas
Please enjoy @bhorowitz and me answering questions on the current state of AI!
01:14 How AI startups can compete with the bigger players
05:57 Will the "God models" get 100x better?
09:19 Counter argument: Are the tests too simple?
10:14 Internet data represents average human... See more
Marc Andreessen 🇺🇸x.comI find Ai16z so fascinating because it’s so much more than just the fund it appears to be on the surface. It’s an attention network and agentic schelling point. It’s a memecoin, an agent launchpad, and social network. And the flywheels that are going to kick off when it starts trading are going to melt faces.
Josh Cornelius • Notes on Consumer Crypto | Nov 15, 2024
Bret Taylor (@btaylor) talked about why AI is still in its Yahoo! directory phase, how to go enterprise-first as a startup if your name isn't "Bret Taylor," and what agentic *actually* means (it's not a bag of floating-point numbers) in the latest Frameworks for Growth. https://t.co/ZOWMwBRUdJ
Christina Cacioppox.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
INVESTORS OF LAST RESORT
The revelation that https://t.co/hshsA8AJWd is speaking with Google about their new financing round, is not surprising in the least. Despite an incredibly engaging product (4M DAUs, with the average user spending 2 hours per day in the product), the company has extremely high burn since they are... See more
Gokul Rajaramx.comThis Bloomberg interview I did with @emilychangtv was a lot of fun and covers a lot of the how and why of Anduril, I highly recommend sharing with normies who could use some insight into why national security matters.
I also make fun of ZIRP companies.
https://t.co/HjCqazhToB
Palmer Luckeyx.comA16Z is realizing that innovation is becoming even more important and that it’s becoming much harder to figure out what to build and who to build it with.
Dror Poleg • Betting the Firm
Megafunds don’t have to win on distributions. Venture perhaps evolves to a point where mathematical return optimization is no longer the edge. When you can own the cap table, capture optionality across product cycles (YC’s obvious play), and crown the kings in a space, you become more than a fund - you are now a meta allocator. Speed, access, and... See more