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Google: "I am the death [to the AI capex market], the destroyer of worlds"
How is AI actually changing the way engineers work? Andrew Wang (@wangandrewd) from Valon explains: Engineers used to think while coding. Now with LLMs writing the code, most of the thinking has to happen upfront in the planning phase. That's no small shift. It changes work…
If we sacrifice boomer wealth to build the ai infra needed for the future, we can effectuate one of the greatest wealth transfers to future generations
Buying a home is the biggest financial decision most people ever make, but the mortgage process sucks. I spoke with Tim Mayopoulos (Former CEO of Fannie Mae), @michael_yu (CEO @usevesta ), and @wangandrewd (CEO Valon) on the a16z podcast about how to fix this $13T industry…
we're going to have a whole new definition for startup winter when cash burn catches up to valuations
GPT 5 year 1 economics will be interesting. If growth in usage scaled with model improvements, it’s going to be no bueno very quickly Which got me thinking, if performance plateaus… Nvidia hit first, then race to cheap inference? Google / whoever has custom chips wins?
Venture investors probably need to start taking life insurance policies on AI researchers the same way sports teams buy specialized disability policies
One thing that I think folks are miscalibrated on in the AI SaaS fervor is the relationship between growth in ARR and moat. Before adoption meant you had signal that you built something durable and compoundable. Today, it’s probable that today and tomorrow the growth is just llms
It turns out humans hallucinate can hallucinate just as badly as llms
This is just an absolutely bonkers reaction shot youtube.com/clip/UgkxZl8Fy… via @YouTube
youtube.com
YouTube
✂️ reflex shot
There’s a group of Centerview analysts that have been carrying the team on their back for the last 72 hours. Just straight pain and the American dream in their hearts working this Bank deal. They’re my North Star.
I’m just laughing at the hypothetical new world where every company asks it’s bank for financial DD packages on a quarterly basis
1) Anyone confidently saying there is zero risk of contagion from SVB should read the “Panic of 1907.” Especially with Treasury saying they are carefully monitoring “several other banks.” Contagion is a real risk.
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