September 09, 2023

LLM Leverage: Where to Build and Where to Bet

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.
May 05, 2023

A Shift in Focus

More AI, more random, less focused
March 03, 2023

Are Foundational Model Companies Overvalued?

Reasoning about the valuation of OpenAI, Anthropic, and other Foundational Model companies.
February 02, 2020

4 Interesting Reads - Feb '20

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