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.Peter Steinberger 🦞 says Clawdbot represents a "liberation of data that big tech probably doesn't really want" because it effectively neutralizes its walled gardens. "The demand for the old models has to change. When you are a company, and you want to access Gmail, the amount of red tape...

21,117 次观看 • 8 个月前 •via X (Twitter)

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James Fishback says Byron Donalds is LYING about data centers! Says this has nothing to do with China and it’s all about GREED. “There are 4,200 data centers in the United States. There are 470 in China. We've already won the AI war. My grandfather was a computer science major at Florida Atlantic University about 30 minutes south of here in Boca. And he would tell you that in the 1970s and 80s, computers were the size of Costco warehouses and now those same computers fit in our pocket. Why are we building an AI data center that in five years is going to be obsolete, is going to be one one hundredth of the size. And so I fear it's because a lot of the big land developers want to buy up cheap land, flip it for the next AI data center. So it's a greedy thing. It's a greed thing. And I don't want that to happen in our state because you know what? If you buy something and you screw up, you can return it. You could sell it. If you pave over citrus groves or the Everglades or a wetlands to build the data center, you cannot easily undo that. And so I don't want our farmers, I don't want our rural towns to be run roughshod over. My opponent, Byron Donalds, will say, well, what about the AI data center? Don't they have property rights? And I would say to him, what about the property rights of the people who live a hundred feet from the data center? Where there is EMF, where there is audible noise pollution, where there is the potential even for small radioactive waves? What happens in that case? Do they not have property rights? They don't have to live next to something like that.”

Chris Nelson 🏝️🇺🇸

27,295 次观看 • 1 个月前

Gabe on why he doesn't think Anthropic or OpenAI will own finance: "The reason people get confused when they look at app layer businesses like mine or Harvey or Legora or Sierra is because there's a spectrum of perpendicularity to what the labs are building. There's a whole bunch of stuff underneath the surface that the labs are never going to build, that we need to build for finance. All of finance is a collection of different niches with different data sets, different regulatory requirements. And we can get to $5 billion in revenue by going deep across those things and creating the systems of record that help manage them. That for Anthropic would be like stopping on the side of the road to pick up a penny, because they're on the pathway of trying to go from $100 billion in revenue to a trillion in revenue. Say you are a big public company buying another big public company and you need to send data back and forth. You actually need some sort of data room, something that is compliant, safe and secure. And I don't think OpenAI or Anthropic will ever want to build a data room business. If you actually want to be the exchange for all of high finance, you don't just need to own the intelligence, you need to own the transaction venue, the communication venue, the workflows, and all the data inputs that go into it. Think about the fundamental difference between Claude Code when it came out versus ChatGPT. The models were actually fairly similar, but the harness and the way that it was presented from Claude was far better. The way that you harness these models is so, so important."

Patrick OShaughnessy

85,168 次观看 • 7 天前

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.”

Startup Archive

17,333 次观看 • 7 个月前