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Whenever two people form an agreement, it should be recorded in the task-tracking system and have an owner, a comprehensive description, and a due date.
The Great CEO Within
Matt Mochary, Alex MacCaw, and Misha Talavera
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
A big bowl of competing truths A schoolteacher of mine once compared history to a bowl of spaghetti. There are many strands, all mixed up together, he said. Historians have to select a strand and pull it free from the rest to paint a coherent picture of the past. I still think it’s a great metaphor. Each strand of spaghetti is a competing truth: the one you choose to pull out will determine your understanding of the past, which in turn will drive your actions in the present.
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