Jason Helmes on X: "Just finished this book - Bad Therapy by @AbigailShrier This is one of the most eye-opening books I've ever read. It's a must read for any parent, any teacher, and should be required reading for any school administrator as well. The book dives into trying to figure out why… https://t.co/HXiNJUqsbK" / X

twitter.com/anymanfitness/status/1765817754538348633

TechStockFundamentals on X: "$SNOW Competitor DataBricks – VP Strategy Scale -Interview on 9/2023 -There’s not an enterprise customer in the world that doesn’t use multiple clouds or multiple vendors for data capture / ETL / analytics -SNOW -Structured data is still very important and always will be…" / X

twitter.com/TechFundies/status/1760089865361018993

TechStockFundamentals on X: "$SNOW Customer – Large Media Company -Interview on 11/2022 -Former principal architect -Cloud -Majority is on AWS, then GCP and then some Azure -Hulu has 1m concurrent users at any given point in time, every user hitting pause or play and all that data is captured (100 TB / day)…" / X

twitter.com/TechFundies/status/1760089867302871042

TechStockFundamentals on X: "$SNOW Customer (more MDB) – Very Large Fin Media Company -Interview on 8/2023 -Head of Compute and Cloud Infrastructure -Run 20 or so different database flavors – relational, non-relational, document, etc. -Don’t use a lot of MDB – maybe 5% for unique business cases that need a…" / X

twitter.com/TechFundies/status/1760089874856878487

TechStockFundamentals on X: "Industry - Large AI Tech Company -Interview on 5/2023 -AI -Don’t think SNOW, MDB or ESTC central / relevant to machine learning -These companies can be data sources but not running any compute used for training -SNOW -Snowpark is just a python library that lets you run some…" / X

twitter.com/TechFundies/status/1760089872940105976

TechStockFundamentals on X: "Check w/ former $AMZN AWS evangelist (whatever that means) who advocated for their solution in EMEA. Some tidbits: Highlights -Open source models caught up w/ OpenAI in 4Q23 -$AMD is going to be star of 2024 bc they are price competitive w/ performance edge in MI300; everyone…" / X

twitter.com/TechFundies/status/1762505389168578824

TechStockFundamentals on X: "Contact was chief architect at $MSFT. Positive on $MSFT (Azure, security adoption, https://t.co/or524VCY0i partnership ahead of $AMZN / $GOOGL, co-pilot adoption). Lukewarm on $SNOW and positive to $Databricks. Highlights -AI forced CIO’s to prioritize ERP / cloud upgrades so…" / X

twitter.com/TechFundies/status/1762522418424488233

Databricks CEO Predicts Major Drop in AI Chip Prices

www.theinformation.com/articles/databricks-ceo-predicts-major-drop-in-ai-chip-prices?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-i-know-you&rc=6w92eb

How Sora Works (and What It Means)

every.to/chain-of-thought/sora-and-the-future-of-filmmaking?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-data-shops-are-open-for-business

The Shift from Models to Compound AI Systems

bair.berkeley.edu/blog/2024/02/18/compound-ai-systems/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-insider-ai-network

Aashay Sanghvi on X: "3. A large, industry-specific unstructured dataset underpins a new vertical software co - Text can be crawled, parsed, and indexed at scale - Have to create workflows on top to lock in customers - Ex: Supplier / product catalogs, court transcripts, government filings" / X

twitter.com/aashaysanghvi_/status/1717000890174103828

After ‘Panic,’ Nvidia’s AI Chips Are Becoming Easier to Find

www.theinformation.com/articles/the-hottest-commodity-in-ai-is-now-easier-to-find?offer=rtsu-engagement-24&utm_campaign=RTSU+-+AI+Chip+Easin&utm_content=3146&utm_medium=email&utm_source=cio&utm_term=2258&rc=6w92eb

The 9-Month-Old AI Startup Challenging Silicon Valley’s Giants

www.wsj.com/tech/ai/the-9-month-old-ai-startup-challenging-silicon-valleys-giants-ee2e4c48?mod=djemwhatsnews

(4) Gabor Cselle on X: "I've been working with @Galileo_AI since last week. It was pretty clear that prompt-to-UI design will eventually happen. 2023 saw a bunch of the smaller pieces being solved: Text-to-image generators could sketch out a UI as a flat PNG file. Diagram generated vector icons from… https://t.co/Use4qJUrti" / X

twitter.com/gabor/status/1757113153970917450?utm_source=cerebralvalley.beehiiv.com&utm_medium=newsletter&utm_campaign=galileo-ai-s-groundbreaking-prompt-to-ui-tool

Startup bringing AI training to 'the edge' valued at $100 million in new funding round

fortune.com/2024/02/15/flower-labs-federated-learning-pioneer-valued-at-100-million-in-venture-capital-funding-round/

ZoomInfo Whispered The Magic Words (NASDAQ:ZI)

seekingalpha.com/article/4671405-zoominfo-whispered-the-magic-words?mailingid=34414267&messageid=must_reads&serial=34414267.105435&utm_campaign=email_mr%3Ano_ad_unit_feb2024%2B2024-02-20&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads_No_Ads_Feb2024

A Primer on Data Centers

blog.publiccomps.com/a-primer-on-data-centers/

AI Investing Basics

www.generativevalue.com/p/ai-investing-basics

Vectors as AI Data Primitives | Pinecone

www.pinecone.io/blog/vectors-as-ai-data-primitives/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-ai-got-cheaper-again

How enterprises are using open source LLMs: 16 examples

venturebeat.com/ai/how-enterprises-are-using-open-source-llms-16-examples/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-crypto-journalism-and-ai

Data Infrastructure Opportunities in 2024 - Software Stack Investing

softwarestackinvesting.com/data-infrastructure-opportunities-in-2024/

Reid Hoffman & Vinod Khosla Chart the Future of AI on Stage at the 2nd Cerebral Valley AI Summit

www.newcomer.co/p/cerebral-valley-ai-summit-2-reid?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-meta-vs-midjourney

How SaaS Startups Can Compete in a Bundled World

www.theinformation.com/articles/how-saas-startups-can-compete-in-a-bundled-world?offer=rtsu-engagement-sept-23&utm_campaign=RTSU+-+OP-ED+SaaS+St&utm_content=2152&utm_medium=email&utm_source=cio&utm_term=1572&rc=6w92eb

Building Enduring Enterprise AI Products: What Will it Take for the Current Wave of AI Innovation to Stick?‍ | General Catalyst

www.generalcatalyst.com/perspectives/building-enduring-enterprise-ai-products

NVIDIA Introduces Generative AI Foundry Service on Microsoft Azure for Enterprises and Startups Worldwide

nvidianews.nvidia.com/news/nvidia-introduces-generative-ai-foundry-service-on-microsoft-azure-for-enterprises-and-startups-worldwide?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-microsoft-made-google-sing

Stuff we figured out about AI in 2023

simonwillison.net/2023/Dec/31/ai-in-2023/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-more-ai-in-2024

links.newsletter.fortune.com/e/evib?_t=5c2d888702774d17aa3d0350287b6d73&_m=7b67e786b69b45e9ae841a89d0f78527&_e=zmJ5jZFl1qSyH9BUXUbftjANciDQrMUA8HLpZzDwXk0%3D

VCs say 2024 AI trends to watch include a harder look at business models, a rise in generated content, and a need for investor technical fluency

www.businessinsider.com/2024-ai-tech-trends-predictions-top-vcs-2023-12?utm_campaign=OpenLP%20newsletter&utm_medium=email&_hsmi=288118649&_hsenc=p2ANqtz-8xMw2PeCKMulEeIVjC7CSMSZFpFEa_aT84V9qwzw6b4ReWI6KVIlB-L1kWvqSwq_AUHSa8mn_MRrjnXknLSjSN6CyGRw&utm_content=288118649&utm_source=hs_email

How Artificial Intelligence Will Change in 2024

www.theinformation.com/articles/how-artificial-intelligence-will-change-in-2024?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-the-lawsuit-is-silly&rc=6w92eb

The Information’s 2023 Exit Survey of Tech Leaders

www.theinformation.com/articles/the-informations-2023-exit-survey-of-tech-leaders?utm_campaign=article_email&utm_content=article-11991&utm_medium=email&utm_source=sg&rc=6w92eb

Getting Here By Air - Chateau Lacanaud

chateau-lacanaud.com/useful-stuff/getting-here/

Why Nvidia’s AI Supremacy is Only Temporary

petewarden.com/2023/09/10/why-nvidias-ai-supremacy-is-only-temporary/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=google-drops-for-ai-think-tanks

The AI Spectrum for Founders

www.nfx.com/post/ai-perspective-2023?utm_campaign=NFX%20Newsletter&utm_medium=email&_hsmi=284692270&_hsenc=p2ANqtz-97lTf4OL0_vWvZ0_d1xGDIchRsa2gTYq5bIOsJ0h4QlT-x3bzwmFibDe-Zr7_UNlNsNIaPSyMsu6QIoWT7GnaK_1gEKQ&utm_content=284692270&utm_source=hs_email

Google's Gemini isn't the generative AI model we expected | TechCrunch

techcrunch.com/2023/12/06/googles-gemini-isnt-the-generative-ai-model-we-expected/

Why Most Agent AIs Don't Work (Yet)

agent.ai/p/why-most-agent-ais-dont-work-yet?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-build-together-win-together

Kognitos raises $20M to help businesses automate back-office processes | TechCrunch

techcrunch.com/2023/11/30/kognitos-raises-35m-to-help-businesses-automate-back-office-processes/

3D Printing Companies Are Dying…

medium.com/@alexhuckstepp/3d-printing-companies-are-dying-e604cf7a92c7

LLMs and Sneaky Big Markets - Scale Venture Partners

www.scalevp.com/insights/llms-and-sneaky-big-markets/?utm_source=substack&utm_medium=email

The Best Venture Firm You’ve Never Heard Of

thegeneralist.substack.com/p/hummingbird?utm_source=substack&utm_medium=email

The challenges of legal vertical SaaS

medium.com/omers-ventures/the-challenges-of-legal-vertical-saas-56ec53ebe2b9

Liquid AI, a new MIT spinoff, wants to build an entirely new type of AI | TechCrunch

techcrunch.com/2023/12/06/liquid-ai-a-new-mit-spinoff-wants-to-build-an-entirely-new-type-of-ai/

Benchmark, the storied venture firm, sees the AI race as still wide open | TechCrunch

techcrunch.com/2023/12/01/benchmark-the-storied-venture-firm-sees-traps-in-todays-ai-funding-frenzy-dont-be-microsoft/

OpenAI COO Brad Lightcap talks about ChatGPT launch, DevDay and how Sam Altman thinks

www.cnbc.com/2023/12/04/openai-coo-brad-lightcap-interview-with-cnbc.html

Inside OpenAI: How does ChatGPT Ship So Quickly?

newsletter.pragmaticengineer.com/p/inside-openai-how-does-chatgpt-ship?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-the-wrong-path-ahead

How To Build a Defensible A.I. Startup

agent.ai/p/build-defensible-ai-startup?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-meta-vs-midjourney

Meta’s Free AI Isn’t Cheap to Use, Companies Say

www.theinformation.com/articles/metas-free-ai-isnt-cheap-to-use-companies-say?offer=rtsu-engagement-sept-23&utm_campaign=RTSU+-+Meta+AI+Costs&utm_content=2119&utm_medium=email&utm_source=cio&utm_term=1543&rc=6w92eb

OpenAI’s Corporate Sales Come Under Pressure as AI Customers Eye Cheaper Options

www.theinformation.com/articles/openais-corporate-sales-come-under-pressure-as-ai-customers-eye-cheaper-options?utm_campaign=Automated+Fallback+R&utm_content=89&utm_medium=email&utm_source=cio&utm_term=19&rc=6w92eb

Billy Oppenheimer on X

twitter.com/bpoppenheimer/status/1715421398225612948?s=42&t=Ysvy2D4VRIAyZReNVDOjGQ

OpenAI Dropped Work on New ‘Arrakis’ AI Model in Rare Setback

www.theinformation.com/articles/openai-dropped-work-on-new-arrakis-ai-model-in-rare-setback?offer=rtsu-engagement-sept-23&utm_campaign=RTSU+-+OpenAI+Arraki&utm_content=2011&utm_medium=email&utm_source=cio&utm_term=1442&rc=6w92eb

The 4 Billion Pieces of Paper Keeping Global Trade Afloat

www.bloomberg.com/news/features/2023-10-03/-25-trillion-global-cargo-trade-relies-on-4-billion-paper-bills?cmpid=BBD100423_BIZ&utm_medium=email&utm_source=newsletter&utm_term=231004&utm_campaign=bloombergdaily

Andrey Volodin on X

twitter.com/s1ddok/status/1709498866964263282

AI Startups Are Facing a Reckoning

www.theinformation.com/articles/ai-startups-are-facing-a-reckoning?utm_campaign=Editorial&utm_content=Newsletter%2CAI+Agenda&utm_medium=organic_social&utm_source=twitter&rc=6w92eb

r/stocks - What is the best EV charging stock has the brightest future other than Tesla?

www.reddit.com/r/stocks/comments/14fcoxz/what_is_the_best_ev_charging_stock_has_the/

AI Use Cases in Hollywood

dougshapiro.medium.com/ai-use-cases-in-hollywood-362707e899f1

Generative AI’s Act Two

www.sequoiacap.com/article/generative-ai-act-two/?utm_source=bensbites&utm_medium=referral&utm_campaign=sequoia-act-two-of-generative-ai

Sequoia: Act two of Generative AI

bensbites.beehiiv.com/p/sequoia-act-two-generative-ai?utm_source=bensbites&utm_medium=newsletter&utm_campaign=dall-e-3-image-generation-in-chatgpt

DeepMind’s cofounder: Generative AI is just a phase. What’s next is interactive AI.

www.technologyreview.com/2023/09/15/1079624/deepmind-inflection-generative-ai-whats-next-mustafa-suleyman/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=ditch-coffee-get-yourself-an-ai

Le mie prenotazioni | Treatwell

www.treatwell.it/account/bookings

The New New Moats | Greylock

greylock.com/greymatter/the-new-new-moats/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=dropbox-announces-universal-ai-search

The New Language Model Stack

www.sequoiacap.com/article/llm-stack-perspective/

A VC Shares His Secrets for Picking Investments

every.to/p/business-physics-mental-frameworks-for-evaluating-technology-companies

Full-Stack Deep Tech Startups & AI Value Capture

mhdempsey.substack.com/p/full-stack-deep-tech-startups-and?utm_source=bensbites&utm_medium=newsletter&utm_campaign=meta-is-losing-ai-talent

Circle wanted to create a financial revolution. Instead, it’s losing the stablecoin wars to Tether

fortune.com/crypto/2023/09/06/circle-financial-revolution-tether-stablecoin-usdc-banking-crisis/?utm_source=email&utm_medium=newsletter&utm_campaign=fortune-crypto&utm_content=2023090614pm&tpcc=NL_Marketing

California Emissions-Disclosure Mandate Awaits Final Passage, Among Other Bills

www.wsj.com/us-news/climate-environment/california-emissions-disclosure-mandate-awaits-final-passage-among-other-bills-58009827?mod=djemwhatsnews

Kevin Fischer on X

twitter.com/KevinAFischer/status/1692760035397353532

The Relationship Between Bitcoin and Interest Rates Is Breaking Down: Arthur Hayes

www.coindesk.com/markets/2023/09/05/the-relationship-between-bitcoin-and-interest-rates-is-breaking-down-arthur-hayes/?utm_source=substack&utm_medium=email

Why Meta’s Yann LeCun isn’t buying the AI doomer narrative

www.fastcompany.com/90947634/why-metas-yann-lecun-isnt-buying-the-ai-doomer-narrative?utm_source=bensbites&utm_medium=newsletter&utm_campaign=meta-is-losing-ai-talent

Google Meet’s new AI will be able to go to meetings for you

www.theverge.com/2023/8/29/23849056/google-meet-ai-duet-attend-for-me?utm_source=bensbites&utm_medium=newsletter&utm_campaign=meta-is-losing-ai-talent

‘He Doesn’t Need VC in His Life’: How Midjourney’s Founder Built an AI Winner While Rejecting Venture Capital

www.theinformation.com/articles/he-doesnt-need-vc-in-his-life-how-midjourneys-founder-built-an-ai-winner-while-rejecting-venture-capital?utm_campaign=Automated+Fallback+R&utm_content=89&utm_medium=email&utm_source=cio&utm_term=19&rc=6w92eb

America Is Using Up Its Groundwater Like There’s No Tomorrow

www.nytimes.com/interactive/2023/08/28/climate/groundwater-drying-climate-change.html

OpenAI Passes $1 Billion Revenue Pace as Big Companies Boost AI Spending

www.theinformation.com/articles/openai-passes-1-billion-revenue-pace-as-big-companies-boost-ai-spending?rc=6w92eb

The Contrarian Strategy of OpenAI

matt-rickard.com/the-contrarian-strategy-of-openai

Scientists found more than 1,000 AI spam bots trying to scam people and steal their social media profiles — and regulators can't keep up

www.businessinsider.com/social-media-flooded-spammy-ai-content-2023-8

A disturbing AI phenomenon could completely upend the internet as we know it

www.businessinsider.com/ai-model-collapse-threatens-to-break-internet-2023-8

The many faces of Scooter Braun

www.businessinsider.com/scooter-braun-profile-manager-bieber-ariana-grande-kanye-taylor-swift-2022-2?utm_source=Sailthru&utm_medium=email&utm_campaign=Edit%20story%20roundup%20-%20Saturday%20Aug%2026&utm_term=News%20Alerts%20Main%20List:%20All%20Non-Sub%20Leads%20and%20Paid%20Subs

Pepsi, Norway and a Lockup Quirk: Our Takeaways From Instacart’s IPO Filing

www.theinformation.com/articles/pepsi-norway-and-a-lockup-quirk-our-takeaways-from-instacarts-ipo-filing?utm_campaign=Automated+Fallback+R&utm_content=89&utm_medium=email&utm_source=cio&utm_term=19&rc=6w92eb

Autonomous AI agents could change the world, but what do they actually do well?

www.unusual.vc/post/autonomous-agents

AI Non-Player Characters

www.konvoy.vc/newsletter/ai-non-player-characters

Zach Tratar on X

twitter.com/zachtratar/status/1694024246484500591

Zach Tratar on X

twitter.com/zachtratar/status/1694024247671505348

Zach Tratar on X

twitter.com/zachtratar/status/1694024243141599567

Agent Protocol

www.agentprotocol.ai/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=open-ai-is-acquihiring-now

The Current State of Generative 3D (Aug 2023)

blog.mirageml.com/the-current-state-of-generative-3d-aug-2023-b389bd7a65c6

SIGGRAPH Special Address: NVIDIA CEO Brings Generative AI to LA Show | NVIDIA Blog

blogs.nvidia.com/blog/2023/08/08/siggraph-2023-special-address/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=ai-ethics-program-by-nyu-and-open-ai

The Future of Technology Looks a Lot Like...Pixar?

digitalnative.substack.com/p/the-future-of-technology-looks-a?utm_source=substack&utm_medium=email

The Generative AI Revolution will Enable Anyone to Create Games

a16z.com/2023/03/17/the-generative-ai-revolution/

The NeverEnding Game: How AI Will Create a New Category of Games | Andreessen Horowitz

a16z.com/2023/07/19/the-neverending-game-how-ai-will-create-a-new-category-of-games/

Where Will AI Have the Biggest Impact? Healthcare. | Andreessen Horowitz

a16z.com/2023/08/02/where-will-ai-have-the-biggest-impact-healthcare/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=ai-apps-from-y-combinator

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/

Hollywood’s Fight: How Much AI Is Too Much?

www.wsj.com/articles/at-the-core-of-hollywoods-ai-fight-how-far-is-too-far-f57630df?mod=djemwhatsnews

Premium: Digesting the Data Duel

hhhypergrowth.com/premium-recap-of-the-data-duel/

Insights from a Pair of Data Summits - Software Stack Investing

softwarestackinvesting.com/insights-from-a-pair-of-data-summits/

John Collison’s Land Grab: A Stripe Co-Founder Grows in Power

www.theinformation.com/articles/john-collisons-land-grab-stripes-second-in-command-stakes-his-claim?utm_campaign=Editors_Pick_Email+%5B&utm_content=567750&utm_medium=email&utm_source=cio&utm_term=198473&rc=6w92eb

AI Is Rewriting the Rules of $200 Billion Games Industry

www.bloomberg.com/news/articles/2023-07-25/ai-is-rewriting-the-rules-of-200-billion-games-industry?cmpid=BBD072523_TECH&utm_medium=email&utm_source=newsletter&utm_term=230725&utm_campaign=tech

‘Sometimes, It Feels Real’: Character.AI Gives Humans the Chatbots They Desire

www.theinformation.com/articles/the-lonely-hearts-club-of-character-ai?utm_campaign=Automated+Fallback+R&utm_content=89&utm_medium=email&utm_source=cio&utm_term=19&rc=6w92eb

Unlimited Expeditions - The Soul Of Tanzania (Arusha) - All You Need to Know BEFORE You Go

www.tripadvisor.com/Attraction_Review-g297913-d11724129-Reviews-Unlimited_Expeditions_The_Soul_Of_Tanzania-Arusha_Arusha_Region.html