Kazuki
@kazuki
Cofounder of Glasp. I collect ideas and stories worth sharing 📚
San Francisco, CA
Joined Oct 9, 2020
1069
Following
5761
Followers
1.46k
13.54k
169.55k
Atomic Graph
Why Do People (Usually) Learn Less as They Get Older? - Scott H Young
www.scotthyoung.com/blog/2023/01/24/learning-age-decline/
Oct 5, 2023
7
Establishing a Reading Habit
medium.com/@nesmann/establishing-a-reading-habit-5e33ac3b20e0
Oct 3, 2023
51
A Few Things I’m Pretty Sure About
collabfund.com/blog/a-few-things-im-pretty-sure-about-0923/
Sep 27, 2023
91
Jessica Livingston: Why Startups Need to Focus on Sales, Not Marketing
www.wsj.com/articles/BL-232B-2715
Sep 24, 2023
8
Prompt engineering for Claude's long context window
www.anthropic.com/index/prompting-long-context
Sep 23, 2023
5
Unicorn Market Cap 2023: Rise of AI
blog.eladgil.com/p/unicorn-market-cap-2023-rise-of-ai
Sep 23, 2023
6
These 38 Reading Rules Changed My Life - RyanHoliday.net
ryanholiday.net/these-38-reading-rules-changed-my-life/
Sep 16, 2023
131
Respect and Admiration
collabfund.com/blog/respect-and-admiration/
Sep 16, 2023
3
2308.09045.pdf
arxiv.org/pdf/2308.09045.pdf
Sep 16, 2023
9
When AI Begins to Replace Humans
digitalnative.substack.com/p/when-ai-begins-to-replace-humans
Sep 14, 2023
101
Jared Friedman on X
twitter.com/snowmaker/status/1696026604030595497
Sep 12, 2023
2
AI startups: Sell work, not software
www.sarahtavel.com/p/ai-startups-sell-work-not-software
Sep 5, 2023
2
Geeks, MOPs, and sociopaths in subculture evolution | Meaningness
meaningness.com/geeks-mops-sociopaths
Sep 5, 2023
131
/cdn.vox-cdn.com/uploads/chorus_asset/file/24872830/obsidian.jpg)
Why note-taking apps don’t make us smarter
www.theverge.com/2023/8/25/23845590/note-taking-apps-ai-chat-distractions-notion-roam-mem-obsidian
Sep 2, 2023
101
What kind of startup are you building?
latecheckout.substack.com/p/what-kind-of-startup-are-you-building
Sep 1, 2023
72
Beware the Metagame
amasad.me/meta
Aug 31, 2023
2
The Contrarian Strategy of OpenAI
matt-rickard.com/the-contrarian-strategy-of-openai
Aug 30, 2023
21
Generative AI and intellectual property — Benedict Evans
www.ben-evans.com/benedictevans/2023/8/27/generative-ai-ad-intellectual-property
Aug 30, 2023
6
Finding Meaning
www.thetinywisdom.com/finding-meaning/
Aug 29, 2023
51
Perspectives in AI: From LLMs to Reasoning with Edward Hu, Inventor of LoRA and μTransfer - Pear VC
pear.vc/perspectives-in-ai-from-llms-to-reasoning-with-edward-hu-inventor-of-lora-and-%CE%BCtransfer/
Aug 26, 2023
11
Early days of AI
blog.eladgil.com/p/early-days-of-ai
Aug 23, 2023
111
Stephen King's (350M+ copies sold) 3 Secrets To Great Writing
blockbuster.thoughtleader.school/p/stephen-kings-3-secrets-to-selling-books
Aug 22, 2023
82
Power Laws in Culture
dougshapiro.medium.com/power-laws-in-culture-27ab6461c693
Aug 19, 2023
286
The Proven Path to Creating Unique and Meaningful Work
jamesclear.com/stay-on-the-bus
Aug 17, 2023
103
The science of motivation: how to get and stay motivated
nesslabs.com/science-of-motivation
Aug 15, 2023
162
A Few Stories About Big Decisions
collabfund.com/blog/a-few-stories-about-big-decisions/
Aug 11, 2023
74
A meaningful and learning focused social strategy
www.indiependent.land/p/a-meaningful-and-learning-focused
Aug 10, 2023
75
Let's Talk Notes: How do you organize quotations?
jillianhess.substack.com/p/lets-talk-notes-how-do-you-organize
Aug 9, 2023
32
The Double Diamond model: what is it and should you use it?
www.justinmind.com/blog/double-diamond-model-what-is-should-you-use/
Aug 9, 2023
82
The Economic Case for Generative AI and Foundation Models | Andreessen Horowitz
a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/
Aug 5, 2023
183
Make Something Wonderful | Steve Jobs
book.stevejobsarchive.com/
Aug 4, 2023
4718
Mike McGuiness on Twitter
twitter.com/mikemcg0/status/1687090024196472832
Aug 4, 2023
4
When to Dig a Moat
www.notboring.co/p/when-to-dig-a-moat
Aug 2, 2023
122
Rich and Anonymous
collabfund.com/blog/rich-and-anonymous/
Jul 31, 2023
71
Good Advice is "Obvious" - Scott H Young
www.scotthyoung.com/blog/2022/12/06/obvious-advice/
Jul 28, 2023
43
Everything Is Cyclical
collabfund.com/blog/everything-is-cyclical/
Jul 28, 2023
115
E1: “How to Build a Media Business in 2023”| Austin Rief, Morning Brew - YouTube
www.youtube.com/watch?v=UyrKqq1SvnM
Jul 28, 2023
11
How to Build a Successful Consumer Subscription Business
every.to/p/how-to-build-a-successful-consumer-subscription-business
Jul 26, 2023
5
Why You Believe The Things You Do
collabfund.com/blog/why-you-believe-the-things-you-do/
Jul 26, 2023
125
Achieving Great Work: Combining Curiosity, Effort,...
hatch.glasp.co/kazuki/p/lsFVpdJj9cS0HPDutoMm
Jul 24, 2023
10
Early days of AI
Highlights & Notes
Rather then view LLMs, Transformers, and diffusion models as part of a continuum with past "AI", it is worth thinking of this as an entirely new era and discontinuity from the past
Value in prior AI waves went largely to incumbents over startups - as the capabilities were not advanced enough to create new market openings.
When many business people talk about “AI” today, they treat it as a continuum with past capabilities of the CNN/RNN/GAN world. In reality it is a step function in new capabilities and products enabled, and marks the dawn of a new era of tech.
ChatGPT’s launch was the starting gun for mainstreaming that AI is a big deal in terms of new capabilities.
Given that large enterprise planning cycles often take 3-6 months, and then prototyping and building will take a year for a large company, we are still very far away from peak AI usage or peak AI hype.
there are likely at least 4 waves of AI to consider in these early days.
Wave 1: GenAI native companies. ChatGPT, Midjourney, Character.AI, Stable Diffusion, Github copilot, and other early launches that have now gained significant revenue and user traction.
Wave 2 (current wave): Early startup adopters and fast mid-market incumbents. This is the first wave of startups to launch on top of GPT-3.5/4 like Perplexity, Langchain, Harvey or others. In parallel, a small number of founder led multi-billion companies like Navan, Notion, Quora, Replit, and Zapier launched AI-powered products quickly and are the early adopters of the wave.
Wave 3 (coming soon): Next wave of startups currently being founded. It will be exciting to see what is in this mix and may include new formats like voice and video in addition to using natural language in more verticals and more ways, as well as new types of infrastructure. Companies like Eleven Labs/LMNT/LFG Labs, Braintrust, and many more will provide incremental experiences.
Wave 4 (coming 2024/2025?): First big enterprise adopters. Since enterprise planning and build cycles are so long, anticipate the first really products (versus demos or prototypes) from larger companies other than MSFT, Adobe, Google, Meta to start to show up in a year or two.
Google’s MedPaLM2 model outperforms human physicians to such a strong degree that having medical experts RLHF the model makes it worse (!).