The Challenge of the AI Demo by @ttunguz
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
Deep-learning systems are outstanding at interpolating between specific examples they have seen before, but frequently stumble when confronted with novelty.
Gary Marcus • Deep Learning Is Hitting a Wall

Enterprises move slow. The beauty of it is if you crack the code and you get in, it’s harder for them to throw you out. So that’s 1, they just move slower. Second, they’re super freaked out about the privacy and security of their data. Everybody’s been talking about data for 10, 15, 20 years. I just realized how valuable my data actually is. I’m si... See more