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Investing in AI startups is hard
Rapidly declining costs for computational intelligence has lead to a profusion of copycat companies competing for the same pool of customers
Jul 21
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Dave Friedman
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Investing in AI startups is hard
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AI is a complement to human labor
AI is not going to replace us. It will complement our labor
Jul 18
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Dave Friedman
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AI is a complement to human labor
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The power constraint for AGI is not easily resolved
The United States needs significant new power generation and transmission infrastructure for AGI. Building it is hard
Jul 17
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Dave Friedman
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The power constraint for AGI is not easily resolved
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Legacy companies will struggle with AI
Legacy companies are slow to roll out AI tools due to risk aversion and bad incentives
Jul 16
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Dave Friedman
1
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Legacy companies will struggle with AI
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AI link dump: AI & spreadsheets; AI & software development; AI & mining
A collection of interesting AI-related links
Jul 15
•
Dave Friedman
3
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AI link dump: AI & spreadsheets; AI & software development; AI & mining
davefriedman.substack.com
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AI adoption in enterprise
Enterprises want real solutions to their business problems, not hyped incantations about AGI
Jul 14
•
Dave Friedman
4
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AI adoption in enterprise
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AI expectations vs market realities
The AI revolution is real but the financial pay off will have to wait
Jul 13
•
Dave Friedman
3
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AI expectations vs market realities
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The AI revolution will come at a later date
AI will change the world but it will take time, just like every other revolutionary technology
Jul 10
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Dave Friedman
3
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The AI revolution will come at a later date
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Where are the AI revenues?
"If you build it, they will come" only works in the movies.
Jul 8
•
Dave Friedman
4
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Where are the AI revenues?
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June 2024
AI Link dump: AI & creativity; AI regulation & political economy; AI & power generation
Will AI steal jobs from creative people? Will AI regulations be subverted by bad political actors? Where will the power required for advanced AI…
Jun 23
•
Dave Friedman
2
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AI Link dump: AI & creativity; AI regulation & political economy; AI & power generation
davefriedman.substack.com
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The transformative potential of AI search
If current AI models are imbued with the ability to think deeply for an extended period of time, it may revolutionize today's AI tech
Jun 14
•
Dave Friedman
2
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The transformative potential of AI search
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I'll know it's AGI when I see it
AGI doesn't have a universally accepted definition, which makes it a slippery concept to engage with
Jun 10
•
Dave Friedman
3
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I'll know it's AGI when I see it
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