We are finally over the peak on highly produced video announcements for startups. There was a short period of alpha but they now unconditionally represent negative signal
1/ Some pundits are predicting that the AI bubble will burst. I doubt it. But more ideas or compute won't unlock an "intelligence explosion." The biggest bottleneck AI research faces is the pace and quality of experimentation.
At @modal we've built every layer of the AI infra stack from scratch — from filesystems and networking to our own async queues and multi-cloud GPU orchestration.
I sat down with @narayanarjun from @AmplifyPartners to go into depth on all of this, including the fun ways the…
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