Also, of course, to pump up our second annual list of AI startups to watch!
INVESTMENT
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CrowdStrike Stock Drops 25% Following Major Outage
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CrowdStrike stock is now about 25% off from its price before the outage
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Model Commoditization Shifts Market Focus to Cost-Quality Trade-offs
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Agree. As models get commoditized, they all kind of start looking similar. Once they exceed the quality bar for production, I don't think people care that much after (becomes a simple cost-quality trade off — give me the cheapest that meets my bar).
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Investing in Distributed Creator Intelligence Over Concentrated Resources
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I'd be a lot more inclined to invest $10M into 2000 creators. The distributed intelligence and creativity of the crowd feels underutilized.
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Bloomberg’s Second Annual AI Startups to Watch List
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The @business @technology second-annual AI startups to watch list is here! check it out (gift link below)!
This was a massive group effort by me, @shiringhaffary
, @dinabass
, @vandermey
, @sfiegerman
, and many others at Bloomberg! -
Netflix AI Recommendation Strategy Drives $33.7B Revenue Growth
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@netflix
’s AI magic keeps viewers hooked by predicting what they’ll enjoy next! This strategy earned them $33.7B in 2023, with even more growth expected in 2024. Learn more about how Netflix leverages AI for success in the thread below. #AI #Business -
OpenAI versus Llama: Can competitors keep pace with Meta’s open model?
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¿Aguantarán, OpenAI y competidores, meses sin elevar las capacidades de sus modelos mientras la Llama sigue libre? ¿Encontraremos benchmark más difíciles que diferencien las capacidades de los modelos actuales y de los que están por venir? ¿Se dejará Zuckerberg barbita para
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Closed-Source vs Open-Weight Models Comparison
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I made the closed-source vs. open-weight models figure for this moment.
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Venture Fund Returns: 2.7x to 5.5x Multiple Performance Analysis
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'Its first fund in 2013 returned net multiples of 2.7 times the invested capital; the 2014 fund did 5.5 times; the 2017 fund did 5.4 times, and the 2019 fund has so far returned 1.9 times on its investments.'
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Millionaires at Salesforce Tower: Tech Wealth and AI Economy
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(lady talking into Airpods as she walks into the Salesforce Tower in SF): Millionaires? You can find them.