illiquid @lefttailguy
consilient software observer; crafting an alchemist's paradise. palo alto Joined September 2020-
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Part of the thesis on Reddit might just be that the value of real world vetting data increases a ton if agentic commerce takes over. That becomes a very scarce input to helping these systems make recommendations/ascertain quality. After all, the LLM can't try the products!
This Stripe / OpenAI agentic commerce announcement for any VSaaS that offers software solutions to an industry that serves consumers. Toast/Owner (restaurants), ServiceTitan (home services), Mews (hotels), etc. can allow their customers to plug into agentic discovery with this…
It is absolutely nuts that Founders Fund I was $50M invested in just 3 companies: SpaceX, Facebook, Palantir. Talk about being concentrated in the absolute highest quality people and ideas.
The Unibomber Manifesto: Marketing Automation and It's Future...."The Marketing Automation Revolution and its consequences have been a disaster for the human race."
The Unibomber Manifesto: Marketing Automation and It's Future...."The Marketing Automation Revolution and its consequences have been a disaster for the human race."
Anyone know gross margins? 1500 model call per query is nuts.
Anyone know gross margins? 1500 model call per query is nuts. https://t.co/hZO8Njkk0u
"Superintelligence"
running 1 mile and doing 100 push ups a day will likely solve all of your mental "problems"
Another informative question: which company(s) have been able to grow very fast without increasing headcount as a result of AI? Palantir and AppLovin are two that come to mind. AppLovin officially reported ~1500 last quarter, but that may not be accounting for the divestment of…
Another informative question: which company(s) have been able to grow very fast without increasing headcount as a result of AI? Palantir and AppLovin are two that come to mind. AppLovin officially reported ~1500 last quarter, but that may not be accounting for the divestment of… https://t.co/gYn4uPaYnk
Vlad was right
If we assume ~3GW of OpenAI infrastructure is powered by Oklo SMRs in the next 5-10 years, what does that imply revenue wise for Oklo? They sell PPAs (so long term contracts) and have quoted $40-60 per MWH for their SMRs. 3GW fully ramped would imply somewhere between $1.05B and…
The nature of technology is composable. The only difference in the last 15 years to @cdixon's point, is that the primitives that are being built on now are owned by extremely large, walled-gardens, which fundamentally keeps the leverage in the hands of incumbents.
The nature of technology is composable. The only difference in the last 15 years to @cdixon's point, is that the primitives that are being built on now are owned by extremely large, walled-gardens, which fundamentally keeps the leverage in the hands of incumbents.
"Over the next couple of months, we’ll be talking about some of our plans and the partners we are working with to make this a reality." My guess is that Oklo and Intel are going to be on this list....
"Over the next couple of months, we’ll be talking about some of our plans and the partners we are working with to make this a reality." My guess is that Oklo and Intel are going to be on this list....
"We are particularly excited to build a lot of this in the US; right now, other countries are building things like chips fabs and new energy production much faster than we are, and we want to help turn that tide." Is this why INTC is up today and not yesterday? More certainty…
"We are particularly excited to build a lot of this in the US; right now, other countries are building things like chips fabs and new energy production much faster than we are, and we want to help turn that tide." Is this why INTC is up today and not yesterday? More certainty…
"we want to create a factory that can produce a gigawatt of new AI infrastructure every week" This does sort of feel like Nvidia and OpenAI are creating an AI cloud service.
And it will be a result of incumbent enterprise software holding their customers hostage. Enterprises will think that AI means RAG on top of their shitty legacy data model and will lose faith. The market will see that as a fundamental plateauing in capabilities when its simply a…
And it will be a result of incumbent enterprise software holding their customers hostage. Enterprises will think that AI means RAG on top of their shitty legacy data model and will lose faith. The market will see that as a fundamental plateauing in capabilities when its simply a…
Software bankers really going to have tremendous bonuses this year...Thoma absolutely dumpster diving with PROS, Workday and Atlassian doing two $600M+ acquisitions in < 2 months. Clio buying vLex. Consolidation everywhere.
Why would I ever pay $800 a year for Notion's AI search product when I can search all of my notion databases with GPT-5 thinking for $20 a month?
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