Meta’s Bet on Scale AI Is Just the Beginning of the AI Data WarsBetween the high valuation and the unique structure ($15 billion for a 49% stake + hiring the CEO), the Meta-Scale AI deal this week turned…3d ago3d ago
The 7 Approaches to Companies Making Money from AIAs the AI boom continues, startups, incumbents and investors have grappled with “who will make money.” In the cloud boom, large tech…May 27A response icon1May 27A response icon1
150 AI Use Cases in HealthcareWorking with the team at Fractional AI, we’ve put together an overview of all the different use cases in healthcare where we’re seeing AI…Mar 6Mar 6
How I Think About Privacy-Tech BusinessesPrivacy Tech has been having a big moment recently, as lots of startups have popped up focused on an alphabet soup of different novel…Feb 21Feb 21
The Value of Distribution is Increasing in the AI BoomAs an extreme simplification, there are two things that a company must get right when going-to-market with a new offering: product and…Jan 16A response icon3Jan 16A response icon3
Designing your org from 0 to 1,000 EmployeesAs founders start businesses, org structure is likely a thing that has never crossed their mind (besides perhaps an instinctive distaste…Nov 22, 2024Nov 22, 2024
Staying Optimally ParanoidOne of the traits that I think exists in the best CEOs is the ability to simultaneously be extremely optimistic and extremely paranoid, and…Oct 25, 2024A response icon1Oct 25, 2024A response icon1
Reflections on the first year of Shaper CapitalOne year ago, I launched Shaper Capital to build companies that solve for data fragmentation in a wide range of industries.Sep 24, 2024A response icon1Sep 24, 2024A response icon1
Fears of an AI Bubble Seem Overhyped: A Rebuttal to the Goldman and Sequoia ReportsA few weeks ago, Goldman Sachs and Sequoia published reports (here and here) that presented some skepticism about an AI-fueled rally for…Jul 25, 2024A response icon3Jul 25, 2024A response icon3
How to build a great product delivery teamWhen enterprise tech companies reach hypergrowth and are scaling quickly, much of their ultimate success comes down to maintaining high net…Jun 20, 2024A response icon1Jun 20, 2024A response icon1
