Pinned
The work you do in private is the work you are rewarded for in public.
Today’s news is 10 years in the making.
$400M raised.
Time to get back to work and work harder than ever.
Harry Stebbings
@HarryStebbings
- At the peak of any market; the immense challenge of execution is removed. Companies are being priced today assuming flawless execution on their 5 year path. From energy companies to enterprise AI deployments; the winners will be determined by those that execute fastest and
- It is total BS that VC firms don’t open source why they write checks for millions of dollars. So here; why we wrote a $10M check into @lqiao and Fireworks after just 24 hours. One of the easiest investment decisions I have made in 10 years 👇
- What will separate the Neolabs that thrive versus those that die? "At least two-thirds of current Neolabs are going to be worth nothing, or they're going to be bought out for parts. It's all about being very aggressive towards a great strategy and business model. It's not90% of the podcasts you hear on AI today are BS. The guests are terrified to upset the core model providers, their dominant source of revenue. And I get it but that is why @ml_angelopoulos is one of the best shows we have done in recent times. The most direct, no s**** given
- Why data is a trillion-dollar market "The bigger models scale, the more data you need. Data is a very durable need. If you believe in the scaling of models, then absolutely you should believe in the data market. I believe it's going to be at least a $100BN by 2030, if not90% of the podcasts you hear on AI today are BS. The guests are terrified to upset the core model providers, their dominant source of revenue. And I get it but that is why @ml_angelopoulos is one of the best shows we have done in recent times. The most direct, no s**** given
