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A batch of the best highlights from what Joerg's read, .
Amidst these roller-coaster rides, I learned two things well: (a) how to avoid the self-serving and the greedy and (b) where I could not avoid, I mastered the art of projectile vomiting.
The Business of Venture Capital
Mahendra Ramsinghani
The AI category is rapidly evolving, but developing into three layers: foundational models, AI infrastructure, and AI applications.
The Rise of Vertical AI
Paris Heymann
Startups are promises of future profits; in the 2010s, Big Tech made unbelievably huge amounts of *actual* profits. For all the talk of disruption, not even one of the companies that started the 2010s in a dominant market position was successfully disrupted by a new entrant. (Facebook’s modest loss of market share to TikTok is the perhaps the closest example.)
The Big Tech Layoffs Are a Turning Point
Noahpinion
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