MRR…hardest part is volume + retention. Freemium = leaky bucket. 7-day trials? People do tend to abuse it but data > opinions, right? Just track behavior + conversion. Your goal isn’t to stop abuse. It’s to convert the serious ones fast. Hope this helps.
INVESTMENT
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Langchain/Langgraph Revenue Generation and Market Performance
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Theoretical physics these days: solving problems by adding undetectable ingredients to an already overcooked recipe
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Startup raises over one billion in funding round, not valuation
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Wild move, but windsurf will access the latest open ai models every time and they can cut costs of the API. Not dead yet
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Bet on yourself: why builders move before proof arrives
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1. Bet on yourself, even when no one else does. Chris Gardner invested his last money in scanners. They flopped. But that bet opened the door to everything. Most people wait for proof. Builders move first.
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Ideas Execution Matters More Than Idea Protection
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Overwhelmed by the love for this idea – thank you!
Some have warned it might get “stolen,” but I don’t believe ideas can be stolen. It’s all about execution.
If someone brings it to life before I do, they’ll deserve the credit and the rewards.
As a mentor and investor, few things -
Wall Street’s Best Ideas: Nvidia’s Chip Technology Opening Strategy
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Wall Street’s Best Ideas: Pondering Nvidia’s move to open up The Street is debating the meaning of Nvidia’s opening-up of its chip-connection technology. Plus, there are reasons to reconsider beaten-down Semtech and Marvell, there are good vibes for Analog Devices’s earnings
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French LLM startup’s multilingual model race strategy
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heard a funny story about a friend who worked at a French LLM startup a couple yrs ago > their plan. to be the first to market with a certain type of multilingual model
> early in year: incorporate. start building
> hired an awesome team by march
> scraped / acquired all the -
α-AGI Framework: Three-Layer Operational Architecture for AGI
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[ α‑AGI Framework Flow ] ① α‑AGI Insight (Strategic Foresight Layer) ② α‑AGI Sovereign (Operational Execution Layer) ③ α‑AGI Architect (Foundational Enablement Layer) #AGIALPHA $AGIALPHA
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MCP Strategy and Its Distance from Autonomous Agents
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I have portfolio companies asking me about MCP strategy so trying to get a feel for it, but I agree that it feels further from autonomous agents 🙂
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Major Partnership Invests in Global AI Strategic Autonomy Infrastructure
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Very proud of this massive scale partnership. We’re investing in infrastructure to bring AI strategic autonomy to the entire world