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
What could ambitious unhobbling over the coming years look like? The way I think about it, there are three key ingredients:
1. Solving the “onboarding problem”
GPT-4 has the raw smarts to do a decent chunk of many people’s jobs, but it’s sort of like a smart new hire that just showed up 5 minutes ago: it doesn’t have a... See more
using gen AI in two modes: as an executor (helping with writing, summarizing, coding, translating, and information retrieval) and as a thought partner (for brainstorming, problem solving, or challenging ideas).