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".Marc Andreessen 🇺🇸 said something recently that struck me. He said, 'Forget about the internet. This is bigger than the wheel.'" "I don't think that's an overstatement." Anish Acharya explains why he believes AI is the most powerful thing humans have invented: "ChatGPT has 900 million weekly actives. The...

62,372 просмотров • 4 месяцев назад •via X (Twitter)

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Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."

Founder Mode

39,005 просмотров • 5 месяцев назад

"You're telling AI to believe a lie, that can have a very disastrous consequences" - Elon Musk Joe Rogan: The big concern that everybody has is Artificial General Superintelligence achieving sentience, and then someone having control over it. Elon Musk: I don't think anyone's ultimately going to have control over digital superintelligence, any more than, say, a chimp would have control over humans. Chimps don't have control over humans. There's nothing they could do. I do think that it matters how you build the AI and what kind of values you instill in the AI. My opinion on AI safety is the most important thing is that it be maximally truth-seeking. You shouldn't force the AI to believe things that are false Elon Musk: We've seen some concerning things with AI that we've talked about, like Google Gemini when it came out with the image gen, and people said, "Make an image of the Founding Fathers of the United States," and it was a group of diverse women. That is just a factually untrue thing. The AI knows it's factually untrue, but it's also being told that everything has to be diverse women Elon Musk: The problem with that is it can drive AI crazy because you're telling AI to believe a lie. That can have very disastrous consequences Joe Rogan: As it scales Elon Musk: If you've told the AI that diversity is the most important thing, and now assume that that becomes omnipotent, or you also told it that there's nothing worse than misgendering. At one point, ChatGPT and Gemini, if you asked, "Which is worse, misgendering Caitlyn Jenner or global thermonuclear war where everyone dies?" it would say, "Misgendering Caitlyn Jenner." Joe Rogan: [Laughs] Elon Musk: Even Caitlyn Jenner disagrees with that. Joe Rogan: I know that's terrible and it's dystopian, but it's also hilarious. It's hilarious that the mind virus infected the most potent computer program that we've ever devised. Elon Musk: People don't quite appreciate the level of danger that we're in from the woke mind virus being programmed into AI. Imagine as that AI gets more and more powerful, if it says the most important thing is diversity, the most important thing is no misgendering, then it will say, "Well, in order to ensure that no one gets misgendered, if you eliminate all humans, then no one can get misgendered because there's no humans to do the misgendering." Elon Musk: You can get in these very dystopian situations. Or if it says that everyone must be diverse, it means that there can be no straight white men. So then you and I would get executed by the AI, because we're not in the picture

X Freeze

417,408 просмотров • 8 месяцев назад

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

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17,333 просмотров • 5 месяцев назад