AI

ElevenLabs' Carles Reina: Building Moats In AI

VP Revenue on positioning as a vertically integrated AI company, moving upmarket, and advice for founders

Dec 2 •

AI GTM: Cloud Prem

Serving Higher Quality Revenue: Non-Tech Enterprises

Nov 25 •

Opinionated AI Products

Strong Technologies Forms Beliefs

Nov 18 •

Time-To-Value In The AI Age

The Interplay Between Trust And Value

Nov 11 •

Implications Of Agent Pricing

Nov 4 •

Reassessing Incumbent Data Gravity In AI

Iceberg And Open Table Formats Commoditise Storage

Oct 28 •

Concentration In The AI Value Chain

Market Structure Evolution & Implications For Pricing Power

Oct 21 •

Inference Time Scaling Laws

AI Megacycle Of System 1 And System 2 Applications

Oct 7 •

Backcasting From Known AI Scaling Laws

Realising plausible futures enabled by the known quantities of AI

Sep 2 •

Open Questions About AI

LLM OS, Dense vs MoE, Market Structures, Agents and Applications

Aug 20 •

AI-Driven Software Upgrade Cycles

Catalysing Upgrades For Startups To Capture AI Spend

Aug 12 •

Red Teaming As A Service

Automated Red Teaming To Safely Deploy AI

Aug 5 •

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