RT @mdsmaldon: Low inference costs won’t slow AI investments—they’ll fuel them. Just ask @ajassy. And boom💥- $100B capex for '25 - the AI c…

@victormustar @thisisneer

RT @andreasklinger: Patrick asks a great question: Why is Europe's productivity behind the US? Everyone says Europe is stuck in decline Bu…

RT @clarashih: LLM costs pressure SaaS margins. At the same time, the longstanding practice of getting enterprises to pre-commit seats & fu…

@SaaSletter thanks @SaaSletter !

RT @EpochAIResearch: 1/10 Today we're launching FrontierMath, a benchmark for evaluating advanced mathematical reasoning in AI. We collabor…

Big thanks to all of the operators who shared their insights too, from @stripe to @NotionHQ to @databricks leaders! If you’re a founder or operator building an early stage software company in the AI age, I hope this is worth some of your time:

@vietdle @julianlehr Credit to the tidemark team for their framing of ‘integrate and surround’ to tackle systems of record:

7/7 Read the full interview here:

Open table formats could lead to the unbundling of cloud data warehouses. - Storage is ∼ 10% of CDW revenue. - Transformation is ∼ 25%. - Query is ∼ 65%. These are the new battlegrounds, as the end-to-end offering of CDWs becomes disrupted.

RT @scottastevenson: AI is moving so fast that the VC model of capital deployment may be too slow. Startups themselves may need to become t…

RT @JenniferHli: I’ve said this before and I’ll say it again. The #1, #2, #3 deciding factor of a startup’s success is the shipping velocit…

RT @dittycheria: People early in their careers often seek advice from me. The questions vary, but there’s a common theme: "How can I stand…