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Why Most LLM Startups are Doomed
The models eat (almost) everything that touches them
 • Dave Friedman
McKinsey Doesn't Understand AI
Don't bet your company's AI future on consultants
 • Dave Friedman
Jensen Huang on Anthropic, OpenAI, China, and demand for inference tokens
Dwarkesh Patel recently interviewed Jensen Huang; let's take a look at how the purveyor of AI picks and shovels sees the AI world
 • Dave Friedman
GPU Obsolescence is Complicated
There are three obsolescence curves, not one.
 • Dave Friedman
How GPUs Became the Newest Financial Asset
From compute tools to collateral: the rapid financialization of GPUs is creating a new asset class, but the infrastructure to trade, value, and hedge…
 • Dave Friedman
Apple's AI Game is Misunderstood
It is betting on on-device inference
 • Dave Friedman
Sequoia Still Thinks AI Is Software
When models eat your hot startup don't say I didn't warn you
 • Dave Friedman
AI will not kill McKinsey
A lot of people don't understand what elite management consultancies actually do
 • Dave Friedman
The SaaS Selloff: AI and Interest Rates
AI is the obvious SaaS killer but higher interest rates also affect valuations
 • Dave Friedman
The SaaSpocalypse Is a Credit Event, Not a Tech Story
AI is destroying many SaaS business models and the pain is acute in the credit markets
 • Dave Friedman
Closed Source vs Open Source AI: A Cage Fight Few People Understand
The capability spread between closed source and open source AI is only part of the story; the monetizable spread matters as much, and no one is paying…
 • Dave Friedman
Your Favorite Tech Giant Is Quietly Turning Into a Utility
High capex crushes market valuation
 • Dave Friedman
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