Isaac Friedman-Heiman
@ifh
Isaac Friedman-Heiman
Consumer demand for smaller scale and human-crafted versions of everything will grow in an AI world. While the future of work might lend itself to small business creation, let’s ****not forget the demand side of the equation. We are going to crave artisanal and story-driven sources and experiences. Why? As every big company floods the zone of our a... See more
The formulas for “success” and “failure” are the same
It’s the application of small actions/inactions consistently over a long time horizon
The difference between these two are the infinite small decisions you make on a daily basis - those little wins compound in dramatic ways
The US Bureau of Labor Statistics cites the Business and Professional Services industry at 13% of US GDP making this sector alone, dominated by repetitive language tasks, ~10x the size of the software industry.
State of the Cloud 2024
Life can be so much broader once you discover one simple fact, and that is that everything around you that you call 'life' was made up by people that were no smarter than you. And you can change it.
The Rings of Power
Vertical SaaS proved to be a sleeping giant that transformed industries during the first cloud revolution. Today, the top 20 US publicly traded vertical SaaS companies represent a combined market capitalization of ~$300 billion, with more than half of these companies having IPO'd in the last ten years.
Now the rise of large language models (LLMs) ha... See more
Now the rise of large language models (LLMs) ha... See more
State of the Cloud 2024
When you make something, when you improve something, when you deliver something, when you add some new thing or service to the lives of strangers, making them happier, or healthier, or safer, or better, and when you do it all crisply and efficiently, smartly, the way everything should be done but so seldom is—you’re participating more fully in the
... See morePhil Knight • Shoe Dog: A Memoir by the Creator of Nike
The current fervor around robotics, particularly humanoid robots, exemplifies this shift. Investors are betting on the most generalizable approaches, driven by the idea that what works in AI will seamlessly translate to robotics. This simplified forecasting could be a testament to the improved speculative ability of modern investors to let go of th... See more
Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
“I doubt if more than one campaign in a hundred contains a big idea. I am supposed to be one of the more fertile inventors of big ideas, but in my long career as a copywriter I have not had more than 20, if that. Big ideas come from the unconscious. This is true in art, in science and in advertising. But your unconscious has to be well informed, or... See more