AI

Using a classification methodology outlined in the GPTs are GPTs paper, we build a framework to look at the impact of LLMs on various aspects of the economy. We dive into a few interesting areas based on the initial classification.

More AI, more random, less focused

Reasoning about the valuation of OpenAI, Anthropic, and other Foundational Model companies.

Growth strategy, fast trains, slack and deep work, the business of AI.