Vertical personal agents and account ownership I don't buy that there will be one general-purpose ...
This is the right way for marketplaces to engage with personal agents. Great work Aryan Shah and A...
Fastest company ever to $1b annualized revenue Nope it’s not Higgsfield or Cursor or Cognition. M...
Cash / Dividend Businesses Most AI data businesses should run as cash / dividend businesses. The...
This is what multiplayer AI should look like. Congrats Spacebar AI team! Commenting on post from: A...
Congrats inPowered AI team. Big milestone. Commenting on post from: inPowered AI with content: Toda...
$2.7m in revenue per employees. Only possible at this scale with AI. Kudos Luis Silva and CloudWalk...
Many use cases for an Agentic Kill Switch. Commenting on post from: Ankur Shah with content: Earlie...
Congrats Finn P. and General Compute team! Great milestone. Commenting on post from: Finn P. with c...
This is correct. Meta/Google do make more money on ads thanks to GenAI, than the NeoLabs do from selling models. Especially when you take margins into account.
A friend pointed out one more parallel with the ads business: Many data businesses today don’t clea...
Let me tell you about the Ads business in the early 2000s, and why I see many parallels with the AI ...
Masterclass on growing a consumer subscription product from the incredible Jimmy Liu. Commenting on...
In every prior tech cycle, app layer companies had the best margins while the chip companies had th...
This is upside down from every prior tech cycle where the app companies had the best margins while the chip companies had the worst. Right now, it’s the inverse.
Well said @hunterrice : “The agents that get identity context right will build a compounding advantage. They can be useful sooner, make better sense of what we tell them, and earn the trust to keep learning”
DoorDash (@DoorDash) has a really good shot of becoming the Muse/Instinct of food and grocery.
You can just build things if you have the right people. And DoorDash Labs has an incredibly cracked ...