Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Exit waterfall analysis just got a lot easier with Standard Metrics’ AI Analyst. Work that used to take hours is now just a prompt away. 💧 We're now going deeper by adding more structured financing terms to our data model, including liquidation preferences with participation type and seniority. That...

jmelaskyriazi's profile picture

John Melas-Kyriazi

5,542 subscribers

2,896,887 görüntüleme • 5 ay önce •via X (Twitter)

EğitimBilim & TeknolojiFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

The private markets didn’t have a purpose-built AI agent for portfolio analysis, so we decided to build one. Today, I’m excited to announce the launch of Standard Metrics’ AI Analyst. When we first launched a portfolio-company-specific agent last year, it was an experiment: would investors trust AI to answer questions and provide reporting and analytics for an individual portfolio company? The answer turned out to be a resounding yes. The missing piece was portfolio-wide analysis to answer broader queries like “which of my companies have accelerating revenue growth?” or “create a report of our companies in Europe that are getting low on runway.” These types of analyses are now possible in seconds with our new AI Analyst, which allows for multi-company, portfolio-wide questions across quantitative and qualitative data on Standard Metrics. It’s been incredibly rewarding working with a small set of Beta customers to hone the analyst before today’s release. Many use cases have already emerged, including monitoring risks, creating materials for follow-on investment decisions, and summarizing portfolio performance for LPs. The AI Analyst was a labor of love across every department at Standard Metrics. We’re just getting started and continuing to invest aggressively in new capabilities. Check it out in action at the video below. More on the launch can be found at our blog in comments. 👇
0:36

The private markets didn’t have a purpose-built AI agent for portfolio analysis, so we decided to build one. Today, I’m excited to announce the launch of Standard Metrics’ AI Analyst. When we first launched a portfolio-company-specific agent last year, it was an experiment: would investors trust AI to answer questions and provide reporting and analytics for an individual portfolio company? The answer turned out to be a resounding yes. The missing piece was portfolio-wide analysis to answer broader queries like “which of my companies have accelerating revenue growth?” or “create a report of our companies in Europe that are getting low on runway.” These types of analyses are now possible in seconds with our new AI Analyst, which allows for multi-company, portfolio-wide questions across quantitative and qualitative data on Standard Metrics. It’s been incredibly rewarding working with a small set of Beta customers to hone the analyst before today’s release. Many use cases have already emerged, including monitoring risks, creating materials for follow-on investment decisions, and summarizing portfolio performance for LPs. The AI Analyst was a labor of love across every department at Standard Metrics. We’re just getting started and continuing to invest aggressively in new capabilities. Check it out in action at the video below. More on the launch can be found at our blog in comments. 👇

John Melas-Kyriazi

66,764 görüntüleme • 6 ay önce

Investors: imagine cutting board meeting prep from hours to minutes with one prompt. Leveraging our MCP server, you can now unify information across Standard Metrics (Standard Metrics), Notion, Google Calendar, and other tools with a simple prompt, reducing board meeting prep and other admin to minutes. Watch the demo below to see how Claude (Anthropic): 1) Knows to search Google Calendar based on the prompt, pulling a list of company names 2) Finds those companies in Standard Metrics, aggregating performance data 3) Writes a quick performance summary with that context, updating Notion when asked This simple workflow delivers board-ready insights into how each is portfolio company is doing, minus the grunt work. Check out the video below 👇
1:27

Investors: imagine cutting board meeting prep from hours to minutes with one prompt. Leveraging our MCP server, you can now unify information across Standard Metrics (Standard Metrics), Notion, Google Calendar, and other tools with a simple prompt, reducing board meeting prep and other admin to minutes. Watch the demo below to see how Claude (Anthropic): 1) Knows to search Google Calendar based on the prompt, pulling a list of company names 2) Finds those companies in Standard Metrics, aggregating performance data 3) Writes a quick performance summary with that context, updating Notion when asked This simple workflow delivers board-ready insights into how each is portfolio company is doing, minus the grunt work. Check out the video below 👇

John Melas-Kyriazi

837,133 görüntüleme • 1 yıl önce

Microsoft's Chief of AI just announced that AI will replace almost all white-collar jobs within 18 months. Big Tech used our data to train their AI. Now that same AI is coming for our jobs. And we get nothing in return? If AI replaces us…we should own it. That’s why we built Action Model Not another chatbot. A community-owned AI model that acts. An AI trained by the people. Owned by the people. No billionaires controlling it. No extracting value from users. No “you are the product” model. Over 150,000+ people are already earning ownership in the AI future with Action Model. You should be too.
1:46

Microsoft's Chief of AI just announced that AI will replace almost all white-collar jobs within 18 months. Big Tech used our data to train their AI. Now that same AI is coming for our jobs. And we get nothing in return? If AI replaces us…we should own it. That’s why we built Action Model Not another chatbot. A community-owned AI model that acts. An AI trained by the people. Owned by the people. No billionaires controlling it. No extracting value from users. No “you are the product” model. Over 150,000+ people are already earning ownership in the AI future with Action Model. You should be too.

Georgia | Action Model

13,198 görüntüleme • 6 ay önce

New investor superpower just dropped! Using Powerpoint, Claude, and Standard Metrics MCP, our customers can now create bespoke portfolio analysis directly in slides using natural language. 🤗 Ask in plain English: “Create a slide with key details on all the investments I made last quarter.” Claude pulls the right data from Standard Metrics and generates a ready-to-use PowerPoint presentation (sans copy/paste, back-and-forth between tabs, and formatting rabbit holes). This is a game-changer for our VC/PE customers building portfolio reviews, LP updates, or other decks. Give it a shot and let me know what you think! Standard Metrics
0:28

New investor superpower just dropped! Using Powerpoint, Claude, and Standard Metrics MCP, our customers can now create bespoke portfolio analysis directly in slides using natural language. 🤗 Ask in plain English: “Create a slide with key details on all the investments I made last quarter.” Claude pulls the right data from Standard Metrics and generates a ready-to-use PowerPoint presentation (sans copy/paste, back-and-forth between tabs, and formatting rabbit holes). This is a game-changer for our VC/PE customers building portfolio reviews, LP updates, or other decks. Give it a shot and let me know what you think! Standard Metrics

John Melas-Kyriazi

1,383,475 görüntüleme • 6 ay önce

Just added Google Gemini 3.1 Pro to Base44 Gemini 3.1 Pro is really good for gaming and design workflows, and it's fast. If that's what you're building, this is your model. + we're adding something a lot of you were asking for - you can now pick your AI model from the very first prompt. No more starting with a default and switching halfway through. Checkout this Pokemon game I built with the new model, and let me know what you're building
1:11

Just added Google Gemini 3.1 Pro to Base44 Gemini 3.1 Pro is really good for gaming and design workflows, and it's fast. If that's what you're building, this is your model. + we're adding something a lot of you were asking for - you can now pick your AI model from the very first prompt. No more starting with a default and switching halfway through. Checkout this Pokemon game I built with the new model, and let me know what you're building

Maor Shlomo

24,630 görüntüleme • 6 ay önce

Sam Altman says he is NOT worried about Chinese labs distilling OpenAI: "I would rather people not distill from us, for sure. Maybe I’m feeling too confident right now about our progress and the models that are coming. But this is not in my top ten list of worries.” “I haven’t thought deeply about the distillation issue. It’s clearly a top of mind issue now for a lot of people all of a sudden." "I have always assumed that there are going to be great, cheap models in the world, and we better be the greatest and the cheapest. And other people are going to do what they’re going to do. But I think we can just really win at our own game here." "We will have so much usage of our models that we do not need to be a gigantic high margin business to be able to afford model training." "So much of our future compute plans will be used to sell inference to customers that even if we can enjoy a modest margin on trillions of dollars of revenue, we can afford to train some giant models."
1:40

Sam Altman says he is NOT worried about Chinese labs distilling OpenAI: "I would rather people not distill from us, for sure. Maybe I’m feeling too confident right now about our progress and the models that are coming. But this is not in my top ten list of worries.” “I haven’t thought deeply about the distillation issue. It’s clearly a top of mind issue now for a lot of people all of a sudden." "I have always assumed that there are going to be great, cheap models in the world, and we better be the greatest and the cheapest. And other people are going to do what they’re going to do. But I think we can just really win at our own game here." "We will have so much usage of our models that we do not need to be a gigantic high margin business to be able to afford model training." "So much of our future compute plans will be used to sell inference to customers that even if we can enjoy a modest margin on trillions of dollars of revenue, we can afford to train some giant models."

dnap

91,423 görüntüleme • 25 gün önce

We're changing our name. Captions is now Mirage. Today's most popular medium is short-form video. It's the fastest-growing format, it’s what people want, and it’s what brands need to grow. But unlike other forms of AI content like text or image, which can be generated and ready-to-use with a single prompt, generated video still requires a lot of manual work and editing to be ready to share. This is where the real opportunity lies. The way we see it, the real race for AI video hasn’t even begun. The world is waiting for a foundation model for video that can take an idea and produce a fully usable, cohesive output from scratch. So that’s what we’re building. We’re rebranding to Mirage to reflect our expanded vision for video, starting with the short-form format, through frontier AI research and models. Check it out at mirage dot app
0:30

We're changing our name. Captions is now Mirage. Today's most popular medium is short-form video. It's the fastest-growing format, it’s what people want, and it’s what brands need to grow. But unlike other forms of AI content like text or image, which can be generated and ready-to-use with a single prompt, generated video still requires a lot of manual work and editing to be ready to share. This is where the real opportunity lies. The way we see it, the real race for AI video hasn’t even begun. The world is waiting for a foundation model for video that can take an idea and produce a fully usable, cohesive output from scratch. So that’s what we’re building. We’re rebranding to Mirage to reflect our expanded vision for video, starting with the short-form format, through frontier AI research and models. Check it out at mirage dot app

Gaurav Misra

136,822 görüntüleme • 11 ay önce

🚀 Exciting News! After 6 years, our journey from a simple music metadata company to a trailblazing generative AI-powered platform enabling artists to license their voice reaches a new milestone. We’ve secured our Seed round and are launching our first product TRINITI. What began with a "boring" yet crucial idea: owning your music metadata; has morphed into a platform for revolutionizing how creators leverage this data using AI and smart contracts. TRINITI, used by 𝖦𝗋𝗂𝗆𝖾𝗌 ⏳ to build ElfTech, showcases the power of AI in music. Our platform is more than tech; it's a new artistic paradigm. Just as artists should own their masters and their data they should own their AI. Their Artistic Intelligence. With AI, we're not replacing artists but augmenting their creativity and control over their work. Our tools are designed for creators, by creators. To all our supporters, investors, and the music community – this is just the beginning. We're here to make a difference, and with your help, we'll transform how the world interacts with music. Stay tuned for more updates and get ready to experience the future of music with us! TRINITI
0:50

🚀 Exciting News! After 6 years, our journey from a simple music metadata company to a trailblazing generative AI-powered platform enabling artists to license their voice reaches a new milestone. We’ve secured our Seed round and are launching our first product TRINITI. What began with a "boring" yet crucial idea: owning your music metadata; has morphed into a platform for revolutionizing how creators leverage this data using AI and smart contracts. TRINITI, used by 𝖦𝗋𝗂𝗆𝖾𝗌 ⏳ to build ElfTech, showcases the power of AI in music. Our platform is more than tech; it's a new artistic paradigm. Just as artists should own their masters and their data they should own their AI. Their Artistic Intelligence. With AI, we're not replacing artists but augmenting their creativity and control over their work. Our tools are designed for creators, by creators. To all our supporters, investors, and the music community – this is just the beginning. We're here to make a difference, and with your help, we'll transform how the world interacts with music. Stay tuned for more updates and get ready to experience the future of music with us! TRINITI

DAOuda

39,506 görüntüleme • 2 yıl önce

SAM ALTMAN says the biggest fight right now is whether we're heading toward a world of "AI authoritarianism" He asks: Do "we want one single model to be the MACHINE GOD"? Or have one company make this "God"? (So that means the data centers are really for our new "God"? 🤔)
0:55

SAM ALTMAN says the biggest fight right now is whether we're heading toward a world of "AI authoritarianism" He asks: Do "we want one single model to be the MACHINE GOD"? Or have one company make this "God"? (So that means the data centers are really for our new "God"? 🤔)

Sense Receptor

22,116 görüntüleme • 27 gün önce

Larry Ellison—owner of Oracle, CBS, and now TikTok—tells Tony Blair about his plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" his AI models. "We have to take all of this data... and move it into a single, if you will, unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."
1:14

Larry Ellison—owner of Oracle, CBS, and now TikTok—tells Tony Blair about his plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" his AI models. "We have to take all of this data... and move it into a single, if you will, unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."

Wide Awake Media

144,618 görüntüleme • 7 ay önce

Ati, what is “Nyongi”? I may not know what that is, but I do know that with just over a month to the NDC, our party delegates will help shape the party’s direction. For now, we are guided by our able and charming party leader, Dr. Oburu Odinga.
1:28

Ati, what is “Nyongi”? I may not know what that is, but I do know that with just over a month to the NDC, our party delegates will help shape the party’s direction. For now, we are guided by our able and charming party leader, Dr. Oburu Odinga.

Esther Muthoni Passaris

30,143 görüntüleme • 5 ay önce

I’m running for President because I think this country is in a lot of trouble. We need new leadership in the White House and we need to decide here and now that Joe Biden will never be reelected as President of the United States. To do that, it’s not just going to be who our standard bearer is but what they stand for.
0:50

I’m running for President because I think this country is in a lot of trouble. We need new leadership in the White House and we need to decide here and now that Joe Biden will never be reelected as President of the United States. To do that, it’s not just going to be who our standard bearer is but what they stand for.

Mike Pence

260,865 görüntüleme • 3 yıl önce

Right now, almost everything you do online feeds centralized AI models. Reddit posts helped train large language models. Instagram photos power image generation. Now your daily online activity is being used to automate work itself. Action Model is pushing back with a community-owned AI model, where users stay in control and own what they help train. - Train passively or guide it step-by-step - Private data stays masked and in your control - Review, edit, or delete training anytime This isn’t a vision, it’s the standard the future of AI should be built on.
1:11

Right now, almost everything you do online feeds centralized AI models. Reddit posts helped train large language models. Instagram photos power image generation. Now your daily online activity is being used to automate work itself. Action Model is pushing back with a community-owned AI model, where users stay in control and own what they help train. - Train passively or guide it step-by-step - Private data stays masked and in your control - Review, edit, or delete training anytime This isn’t a vision, it’s the standard the future of AI should be built on.

Action Model

81,272 görüntüleme • 6 ay önce

The man who built Nvidia from a Denny's booth into the world's first $5 trillion company just told us exactly why AI will never take our jobs. "AI has no possibility of doing all of what we do. However, depending on the jobs that we do, sometimes it could do 20% of our jobs, a thousand times better." "For some people, it might be able to do 50% of their job, a thousand times better." "Every one of us should apply AI to automate, to become an assistant, to help us with that either 20%, 40% or 50%." "People ask me, Jensen, is AI going to take your job? And I tell them absolutely not. The person who uses AI to automate that 20% or 50% is going to take your job." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:
1:22

The man who built Nvidia from a Denny's booth into the world's first $5 trillion company just told us exactly why AI will never take our jobs. "AI has no possibility of doing all of what we do. However, depending on the jobs that we do, sometimes it could do 20% of our jobs, a thousand times better." "For some people, it might be able to do 50% of their job, a thousand times better." "Every one of us should apply AI to automate, to become an assistant, to help us with that either 20%, 40% or 50%." "People ask me, Jensen, is AI going to take your job? And I tell them absolutely not. The person who uses AI to automate that 20% or 50% is going to take your job." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

Uncover AI

16,813 görüntüleme • 3 ay önce

AI Decides if You Can Drive Asking a frickin robot if you can drive your car is about to be our new reality here in Garbageville. 57 Clownpublicans just gave some AI terminator the ability to shut off your car. We started by telling a website robot that we are not a robot and now we're about to be negotiating the ability to drive with with ChatGARB. Glad the gubmint is focusing on things we need and stuff. No big deal! Consume your slop, Thomas Massie is a gRanDStAnDA and 57 goons just clapped your ability to drive, by decree, for a technology that doesn't even exist yet. Nothing to see here! What could go wrong? Sacrifice liberty for fake safety, the murican way!
2:49

AI Decides if You Can Drive Asking a frickin robot if you can drive your car is about to be our new reality here in Garbageville. 57 Clownpublicans just gave some AI terminator the ability to shut off your car. We started by telling a website robot that we are not a robot and now we're about to be negotiating the ability to drive with with ChatGARB. Glad the gubmint is focusing on things we need and stuff. No big deal! Consume your slop, Thomas Massie is a gRanDStAnDA and 57 goons just clapped your ability to drive, by decree, for a technology that doesn't even exist yet. Nothing to see here! What could go wrong? Sacrifice liberty for fake safety, the murican way!

Bobby Sauce

18,162 görüntüleme • 3 ay önce

Sequoia’s Julien Bek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades as a services firm.” “If you sell tools today, you’re really in the line of sight for the models and you’re effectively competing with the next generation that they’re going to launch.” “Whereas if you sell the work, you’re actually benefiting from what the models are doing and all the billions of dollars that are going towards AI.”
1:25

Sequoia’s Julien Bek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades as a services firm.” “If you sell tools today, you’re really in the line of sight for the models and you’re effectively competing with the next generation that they’re going to launch.” “Whereas if you sell the work, you’re actually benefiting from what the models are doing and all the billions of dollars that are going towards AI.”

TBPN

684,043 görüntüleme • 5 ay önce

Meet Silvia, our first lifelike model in the metaverse. She is not a real person, she is not AI-generated. Our dev team has modelled and animated Silvia, and ALL of the models in our product are now going to be of this quality, since upgrading to UE 5.3! Stay tuned for next week, as we will be sharing a video of a scanned model of our founder Finance | Crypto | Motivation and his sexual experience with Silvia, as a demonstration of what the $ADULT Playground will provide each of its users.
0:36

Sensitive content

Meet Silvia, our first lifelike model in the metaverse. She is not a real person, she is not AI-generated. Our dev team has modelled and animated Silvia, and ALL of the models in our product are now going to be of this quality, since upgrading to UE 5.3! Stay tuned for next week, as we will be sharing a video of a scanned model of our founder Finance | Crypto | Motivation and his sexual experience with Silvia, as a demonstration of what the $ADULT Playground will provide each of its users.

Adult Playground

322,835 görüntüleme • 2 yıl önce

"Claude Code is the first AI tool that can actually recreate how a data scientist thinks." Here's my new episode with Sumeet Marwaha (Head of Data at Brex) on exactly how to build an AI analyst with Claude Code. We covered: ✅ 3 queries to build a data analyst MCP ✅ How to give the analyst both data + context ✅ Exclusive Brex data on which AI tools are crushing it in startups and enterprise Some quotes from Sumeet: "I've set up dashboards many times in my career. They end up getting ignored. Claude will always read it. Claude will always ask the right questions." "You have to set up Claude Code to not just look at the data. It should be able to search Slack, find the incident, and understand why your metrics look wrong." "This tool is absolutely crushing it based on our data. It's both the startup AND enterprise coding tool of choice." 📌 Watch now:
0:46

"Claude Code is the first AI tool that can actually recreate how a data scientist thinks." Here's my new episode with Sumeet Marwaha (Head of Data at Brex) on exactly how to build an AI analyst with Claude Code. We covered: ✅ 3 queries to build a data analyst MCP ✅ How to give the analyst both data + context ✅ Exclusive Brex data on which AI tools are crushing it in startups and enterprise Some quotes from Sumeet: "I've set up dashboards many times in my career. They end up getting ignored. Claude will always read it. Claude will always ask the right questions." "You have to set up Claude Code to not just look at the data. It should be able to search Slack, find the incident, and understand why your metrics look wrong." "This tool is absolutely crushing it based on our data. It's both the startup AND enterprise coding tool of choice." 📌 Watch now:

Peter Yang

39,600 görüntüleme • 7 ay önce

Satya Nadella, CEO of Microsoft, says every company now runs on two kinds of capital, and leaking one of them is a one-way door: "This economy is going to be shaped going forward by both human capital and, let's call it, this token capital. That is true for Microsoft, that is true for a new startup, that's going to be true for any bank that's been in existence for 100 years." "The interplay between human capital and token capital, and compounding the returns of it, is what you need to do." "What is the tacit knowledge of an enterprise or a firm? It's the unique ways that you're able to operate, pass judgment, have taste." "The model, in some sense, is able to extract that tacit knowledge through human trajectories, and then code it in a set of weights in a model." "Every enterprise now needs to be more mindful about that interplay of humans and their digital estate working together, those trajectories training the models that they keep as IP versus leak it." "Because if you leak it, it's a one-way door. You're done in some sense." The moat was never the data sitting in your warehouse. It was the judgment your people apply to it, and AI now turns that judgment into weights you either own or hand away. Treat your tacit knowledge like a patent, not a prompt. The firms that pipe a hundred years of taste into someone else's frontier model are trading a permanent edge for a quarter of convenience.
1:34

Satya Nadella, CEO of Microsoft, says every company now runs on two kinds of capital, and leaking one of them is a one-way door: "This economy is going to be shaped going forward by both human capital and, let's call it, this token capital. That is true for Microsoft, that is true for a new startup, that's going to be true for any bank that's been in existence for 100 years." "The interplay between human capital and token capital, and compounding the returns of it, is what you need to do." "What is the tacit knowledge of an enterprise or a firm? It's the unique ways that you're able to operate, pass judgment, have taste." "The model, in some sense, is able to extract that tacit knowledge through human trajectories, and then code it in a set of weights in a model." "Every enterprise now needs to be more mindful about that interplay of humans and their digital estate working together, those trajectories training the models that they keep as IP versus leak it." "Because if you leak it, it's a one-way door. You're done in some sense." The moat was never the data sitting in your warehouse. It was the judgment your people apply to it, and AI now turns that judgment into weights you either own or hand away. Treat your tacit knowledge like a patent, not a prompt. The firms that pipe a hundred years of taste into someone else's frontier model are trading a permanent edge for a quarter of convenience.

Karl Mehta

34,573 görüntüleme • 1 ay önce

Microsoft CEO Satya Nadella's new interivew: Explains how the next AI moat will not be the model you use, but the learning loop only your company can run. He is really asking what happens to the firm when intelligence becomes something you can rent. For a century, companies protected value through people, processes, data, routines, customer memory, and the tacit knowledge buried in daily operations. Foundation models threaten to flatten that advantage because the same general intelligence can be used by everyone. Nadella’s answer is that firms need their own “hill climbing machine,” a private loop where models learn from company-specific tasks, traces, evaluations, and outcomes. That means the real asset is not just the model. The asset is the environment that keeps improving the model in ways competitors cannot copy. Private evals become strategic memory. Workflow traces become training signal. Human judgment becomes a way to steer compounding, not just correct mistakes. This also reframes AI adoption: a company that only consumes a foundation model may gain productivity, but it may leak the deeper value of its operating knowledge. A company that builds a disciplined learning loop can turn everyday work into accumulating IP. The future firm may therefore be measured by how well it converts its unique activity into durable model improvement. The frontier will not belong only to whoever owns the largest model. It will belong to whoever owns the best loop. ---- From "Stanford Online" YouTube channel, (link in comment)
1:30

Microsoft CEO Satya Nadella's new interivew: Explains how the next AI moat will not be the model you use, but the learning loop only your company can run. He is really asking what happens to the firm when intelligence becomes something you can rent. For a century, companies protected value through people, processes, data, routines, customer memory, and the tacit knowledge buried in daily operations. Foundation models threaten to flatten that advantage because the same general intelligence can be used by everyone. Nadella’s answer is that firms need their own “hill climbing machine,” a private loop where models learn from company-specific tasks, traces, evaluations, and outcomes. That means the real asset is not just the model. The asset is the environment that keeps improving the model in ways competitors cannot copy. Private evals become strategic memory. Workflow traces become training signal. Human judgment becomes a way to steer compounding, not just correct mistakes. This also reframes AI adoption: a company that only consumes a foundation model may gain productivity, but it may leak the deeper value of its operating knowledge. A company that builds a disciplined learning loop can turn everyday work into accumulating IP. The future firm may therefore be measured by how well it converts its unique activity into durable model improvement. The frontier will not belong only to whoever owns the largest model. It will belong to whoever owns the best loop. ---- From "Stanford Online" YouTube channel, (link in comment)

Rohan Paul

83,490 görüntüleme • 1 ay önce