the vibes are changing in europe here, an estonian lp has a defense specific fund that explicitly doesn’t want gps to have restrictions on investing in kinetic military equipment
@nathanbenaich
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LLMs in 2024: Year in Review and Key Developments
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link https://
simonwillison.net/2024/Dec/31/ll
ms-in-2024/
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LLM World Themes 2024: A Comprehensive Overview
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a really nice buffet of themes from the llm world in 2024 from @simonw it’s worth a read
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Generalist Firms Strategy: Following Market Trends vs Thesis
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agree but to play devil’s advocate, isn’t the whole point of generalist firms that they go where the puck is vs stick to theses they believe? in which case, it’s fine that they flip flop around as themes come and go
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Palantir’s Vibe Shift: From Big Brother’s Sidekick to AI
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Palantir: the vibe shift of 2024 Tl;dr: from "big brother's sidekick" to the "AI flame of the West" Palantir is one of the most fascinating case studies in vibe shifts. Founded in 2003 to provide critical insights from large amounts of data in the government and security space,
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Annual AI Highlights 2024 and Future Outlook Discussion
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for the third year running, @spaniel_bashir and i chat on @gradientpub about the ai highlights of 2024 and what’s in store… 2 hour pod link below!
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Using AI: Weekly ChatGPT Integration in Daily Routine
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using ai probably means like asking chatgpt once a week
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First-mover advantage as sustainable competitive moat
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good eg. of how being first is a moat we recently wrote about this on @airstreetpress link below