INVESTMENT

How to Secure Investor Agreement on Company Valuation

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12 February 2025 4h55

How did you get investors to agree to an valuation? Impressive.

15 Most Capital-Efficient Startups: Deel, Benchling, Gusto Lead

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12 February 2025 4h40

Also, the 15 most capital-efficient. @deel
, @benchling
, and @GustoHQ are looking particularly strong.

Compute replaces data as critical AI bottleneck for US dominance

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12 February 2025 4h18

I would replace 2) with compute. As we hit the wall on human data, compute becomes even more important for RL. And in many ways compute is analogous to synthetic ‘data’ – which takes us to 3) where the US has all the ‘full stack’ players who control and distribute 2. Compute

The 15 Most Valuable Y Combinator Companies Yet to IPO

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12 February 2025 4h09

The 15 most valuable @ycombinator companies that have yet to IPO

→ View original post on X — @learnopencv

Microsoft’s Failure to Recognize Cutting Edge Innovation

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@learnopencv

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12 February 2025 2h44

I still remember watching this and dumping all my Microsoft stocks.

It’s one thing to not innovate. It’s a different level to see cutting edge innovation and dismiss it. https://t.co/ylWhICsTiA
— Satya Mallick (@LearnOpenCV) 12 février 2025

I still remember watching this and dumping all my Microsoft stocks. It’s one thing to not innovate. It’s a different level to see cutting edge innovation and dismiss it.

German Eurocrat Announces €200bn AI Investment Plan

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12 February 2025 1h11

She must have seen the singularity, how else do you explain a German Eurocrat coming out with €200bn for AI?

B2C Startups Struggle to Scale into Major Companies

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11 February 2025 22h53

The issue is that very few B2C startups have turned into big companies over the last decade. Doesn't mean more won't, but rate of success has been super super low.

11 February 2025

France Secures €109bn for AI Data Centres UK Lags

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11 February 2025 22h50

As France secures €109 bn to build data centres to power AI, let's see how the UK compares. TD'LR: It's depressing. Britain once had two major energy advantages: 1) North Sea oil 2) Nuclear leadership

11 February 2025

Industrial Intelligence: The AI Infrastructure Build-Out Race

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11 February 2025 22h31

Reflections on #AISummitParis The AI Infrastructure Build-Out We are witnessing the birth of Industrial Intelligence—a shift that demands an entirely new type of infrastructure. We’re in the build-out phase—constructing the industrial backbone of the AI economy. A race