Author: Elad Gil
Unicorn Market Cap 2023: Rise of AI
We analyze growth in unicorn market cap by region. We also compare # of Barry’s Bootcamps to # of unicorns for key cities.
AI Regulation
There have been multiple call to regulate AI. It is too early to do so.
Early days of AI (and AI Hype Cycle)
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
AI Dev Tools Panel – Stripe AI day
I will be moderating a panel on 7/13 at Stripe with founders of Baseten, LlamaIndex, Zapier
Transcript & Video: Claire Hughes Johnson Fireside Chat on Scaling People
I interview Claire about her new book “Scaling People”. Thanks to Stripe for hosting.
AI Safety: Technology vs Species Threats
There are at least two ways to think about potential threats coming from advanced AI. The conventional view is that AI is just yet another of many tool-based technological advances. Like all technologies, the main threat of AI in this scenario is if a human were to use it for nefarious means, or the AI…
Video and transcript: Fireside chat with Clem Delangue, CEO of Hugging Face
We discuss Hugging Face, Open Source, and AI
Startup Decoupling & Reckoning
The coming reset in mid-to-late stage startups in 2023-2024 is at this point likely largely decoupled from interest rates and inflation. Implications are discussed.
Defensibility & Competition
Are early SaaS or AI companies ever defensible early? What is the basis for competition for a startup?
AI Platforms, Markets, & Open Source
What does the future market structure look like for AI foundation and API companies? How does OSS play a role in a world of ever scaling models?