📚 Edwin's Highlights

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A batch of the best highlights from what Edwin's read, .

Over the last year, we’ve met with dozens of startup founders and operators in large companies who deal directly with generative AI. We’ve observed that infrastructure vendors are likely the biggest winners in this market so far, capturing the majority of dollars flowing through the stack. Application companies are growing topline revenues very quickly but often struggle with retention, product differentiation, and gross margins. And most model providers, though responsible for the very existence of this market, haven’t yet achieved large commercial scale.

Who Owns the Generative AI Platform? | Andreessen Horowitz

a16z.com

Stop talking. When you accomplish something, Winning will do all your talking for you.

Winning

Tim S. Grover

To the extent you become a person who thinks correctly, you can add great value. To the extent you’ve learned it so well that you have enough confidence to intervene where it takes a little courage, you can add great value. And to the extent that you can prevent or stop some asininity that would otherwise destroy your firm, your client, or something that you care about, you can add great value.

Poor Charlie’s Almanack

Charles T. Munger, Peter D. Kaufman, John Collison, and Warren Buffett

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A batch of the best highlights from what Edwin's read, .

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