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Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can... accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."show more

Patrick OShaughnessy

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113,826 views • 4 months ago •via X (Twitter)

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Nadella says that "a platform company is a platform company only if the value about the platform is more than in the platform." Microsoft's strategy relies on ensuring partners build proprietary solutions on top of Microsoft's infra that generate more value for them than the infra itself costs. He rejects a zero sum approach to customer supplier dynamics. $MSFT

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샐마•𝗘𝗡╸

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a16z

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99% of AI applications are cool-looking demos. Impressive, but don't get fooled by the hype. It takes a lot to build enterprise-grade products that deliver real value. I have at least three weekly conversations with companies that want to use a Large Language Model with their data. The demand is huge! Here is one idea about what you can do to help. The use cases that most of these companies want to solve are similar: They have an extensive knowledge base and want to build a simple application that uses that information to answer questions. In other words, they need help building Retrieval Augmented Generation (RAG) applications they can use in many different scenarios: 1. To train new employees 2. To help their support team 3. To search old meetings and documents 4. To help with their research However, building these systems is not straightforward. Yes, there's a lot of information online, but there aren't enough people who know how to create solutions that work. Here is the idea: Today, you can build an enterprise-grade RAG application without writing code. A couple of MIT PhDs with 10+ years of experience building AI applications created . It's a no-code platform for building applications using Large Language Models. They are partnering with me on this post. You can use Stack AI to create, test, and deploy an end-to-end production-ready AI system. It's SOC-2, HIPAA, and GDPR compliant and offers SSO, role management, access control, and on-premise deployments. Of course, you can use the platform with any LLM on the market now. It's the whole nine yards for building AI applications. Check them out here: 2023 was about models. 2024 is about the tools using these models to build production-ready applications. That's where I'd start.

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Santiago

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Rohan Paul

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Kerry-Lynne Findlay

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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."

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dnap

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Godspower Eze

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Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."

Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."

Ben Averbook

12,153 views • 10 months ago

The CEO of Founders Fund-backed Monaco, Sam Blond, says customers want to speak with humans for sales. But for non-customer-facing activities, AI agents are far better. “Whether you're a sales rep or a founder, you will spend your time customer-facing - and we're going to optimize everything in the platform around that experience, including the post follow-up.” “So, you get off the call, we have the call transcript, we've written an email for you to follow up with that person, it's very opinionated and trained on the way that we think about sales and go to market, you can review that email and click send, and then it's time for the next call.” “That’s the sort of optimization that we believe AI is influencing the function of sales right now. It’s - getting more qualified demos, helping you close more customers, and actually emphasizing the relationship-building that happens that is customer-facing.”

The CEO of Founders Fund-backed Monaco, Sam Blond, says customers want to speak with humans for sales. But for non-customer-facing activities, AI agents are far better. “Whether you're a sales rep or a founder, you will spend your time customer-facing - and we're going to optimize everything in the platform around that experience, including the post follow-up.” “So, you get off the call, we have the call transcript, we've written an email for you to follow up with that person, it's very opinionated and trained on the way that we think about sales and go to market, you can review that email and click send, and then it's time for the next call.” “That’s the sort of optimization that we believe AI is influencing the function of sales right now. It’s - getting more qualified demos, helping you close more customers, and actually emphasizing the relationship-building that happens that is customer-facing.”

TBPN

27,597 views • 7 months ago

Sam Altman: "I think we should be more of a platform company than a product company.” “We just merged ChatGPT and Codex together. So we used to have ChatGPT, Codex, and the API. And Codex, sort of unfortunately named, but that was not just coding, it could do any kind of work, which confused people." “What I think most people want is the single interface to their own personal or their company's AGI that can kind of help them with whatever they need. And then the ability with an API to build anything they want on top of it. And that is the platform that we should offer to the world." “We're going to sell great AI at every point on the cost-performance curve. You want really high end AI to discover science, that's great. You want really inexpensive AI to do a massive amount of volume of work that maybe doesn't require genius level intelligence, we got you covered there too.” “I don't think we should go build every product category. I don't think we should go try to compete with all of our customers. I don't think we should try to subsume the entire economy. I think we should offer this platform and try to have 100 million new businesses and 8 billion people use it in all kinds of new ways."

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dnap

322,713 views • 23 days ago

Aryan from CMT Digital says tokenomics based protocols are now competing with traditional structured products "There's a lot of opportunity. We're investors in the space, so I'd be worried if we didn't think so. But Ethereum and Solana and other ecosystems like Hyperliquid are proving that tokenomics based protocols can compete with the traditional structured product world." "We see that in HIP-3 on Hyperliquid. We see that in HIP-4 markets with prediction markets, and Polymarket and Kalshi. We see things that are only possible as a function of blockchain technology." "That story is going to continue. We're going to see more and more exotic products built on substrates like Hyperliquid HIP-3 markets." "So we're spending a lot of time thinking about what this ecosystem can provide that the traditional world just doesn't have access to, but demands."

Aryan from CMT Digital says tokenomics based protocols are now competing with traditional structured products "There's a lot of opportunity. We're investors in the space, so I'd be worried if we didn't think so. But Ethereum and Solana and other ecosystems like Hyperliquid are proving that tokenomics based protocols can compete with the traditional structured product world." "We see that in HIP-3 on Hyperliquid. We see that in HIP-4 markets with prediction markets, and Polymarket and Kalshi. We see things that are only possible as a function of blockchain technology." "That story is going to continue. We're going to see more and more exotic products built on substrates like Hyperliquid HIP-3 markets." "So we're spending a lot of time thinking about what this ecosystem can provide that the traditional world just doesn't have access to, but demands."

The Wolf Of All Streets

29,469 views • 18 days ago