Travis MayMeta’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…Jun 13Jun 13
Travis MayThe 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
Travis May150 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 6A response icon1Mar 6A response icon1
Travis MayCompany-Building during the AI WaveFor anyone starting a company in 2024, there are new questions to grapple with, such as “How is AI going to change this industry,” “are we…Apr 3, 2024A response icon1Apr 3, 2024A response icon1
Travis MayFears 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
Travis MayThe 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
