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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...

2,896,887 просмотров • 4 месяцев назад •via X (Twitter)

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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

66,105 просмотров • 5 месяцев назад

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

82,942 просмотров • 13 дней назад

David Sacks: America needs “a single national standard” in AI to beat China and avoid Woke AI Sacks on E245: “There's a regulatory frenzy happening at the states right now.” “Everyone just seems to be motivated by the imperative to ‘do something’ on AI, even though no one's really sure what that something should be.” “So you've got 50 different states each with their own reporting regime, which is going to be a trap for startups. They've all gotta figure this out about what they're supposed to report on, what the deadlines are, who to report to.” “A single federal standard is the best way to make sure that we do not have Woke AI, that we do not have insanely burdensome regulations that allow China to basically get ahead of us in this AI race, and it's to ensure that we actually have truthful, unbiased AI instead of highly ideological AI.” – According to Polymarket, chances of a National AI Bill in 2025 are VERY LOW, despite a regulation frenzy at the state level. – At the time of taping, there was a ~20% chance. Today it’s significantly lower at 5%. “Here's the good news, it doesn't really matter what I think. The important thing is what President Trump thinks.” “And in his July 23rd speech on AI, he was really clear that there needs to be a single national standard for AI.” “I think the administration ultimately will support this, and I think more Republicans will come on board as they realize what the blue states are doing here is not helpful for conservatives. It's not helpful for having an unbiased information environment.”

The All-In Podcast

103,113 просмотров • 9 месяцев назад