线性资本王淮的逆时代选择丨入局
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线性资本王淮的逆时代选择丨入局
Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
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Our Investment in Baseten
Jason Risch • Self-Serve Apps for ML Teams | Greylock
Jinri Toutiao (meaning “today’s headlines”; English name: “ByteDance”).
Kai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa