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AI: Startup Vs Incumbent Value
The end of incrementalism: how AI will reward maximalist start-ups
Philip Clarkphilipjclark.substack.com
Earlier this year we met with our Limited Partners. Their top question was “will the AI transition destroy your existing cloud companies?”
We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more
We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more
Pat Grady • Generative AI’s Act O1
Scott Belsky Talk at South Park Commons
Often designs from frustration
Right now, greater skill is being brought by compute and developing a democratization of many things (code, design, etc.). Because of this, taste will probably be the most important skill
Taste is derived from culture and overlap of industries
Because of that
Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily favo... See more