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Things I Don't Know About AI

The more I learn about AI markets, the less I think I know. I list questions and some thoughts. ....

Vipul Prakash , Zuckerberg Yann Lecunn , Amjad Masad , Indeed Azure , Yann Lecunn , Does Meta , Digital Ocean , Stable Diffusion , High Growth Handbook ,

Early days of AI

Rather then view LLMs, Transformers, and diffusion models as part of a continuum with past "AI", it is worth thinking of this as an entirely new era and discontinuity from the past ....

Google Medpa , Brandon Ballinger , Mixer Labs , Stable Diffusion , Hugging Face , High Growth Handbook ,

AI: Startup Vs Incumbent Value

In each technology wave the value, revenue, market cap, profits and great people captured by startups versus incumbents differs. In some waves it all goes to startups, while in others it goes to incumbents or is split between them. Unexpectedly, the prior wave of ....

Haute Normandie , France General , Gen Midjourney , Tiktok Bytedance , Steve Jobs , Hugging Face , Xerox Parc , Image Gen , Stable Diffusion , Github Copilot , Great Panic , Seattle North Autonomous Zone , High Growth Handbook ,

Who is Rousseau Kazi co-founder and CEO of Threads?

Immediately after the launch of Threads, the question everyone seemed to be asking was who is the CEO and co-founder of Threads? A former Facebook employee, Rousseau Kazi is the co-founder and CEO of Threads, a text-based conversation app. ....

Jason Lemkin , Elad Gil , Jessica Livingston , Aaron Ross , Rousseau Kazi , Google Play , Sequoia Capital , Apple App , San Francisco Based , Instagram Threads , Apple App Store , Google Play Store , High Growth Handbook ,

Startup Decoupling & Reckoning

The coming reset in mid-to-late stage startups in 2023-2024 is at this point likely largely decoupled from interest rates and inflation. Implications are discussed. ....

Alex Clayton , David George , Brad Gerstner , Square Ipod , High Growth Handbook ,