I went to Phoenix to spend time with the Taiwanese community. TSMC will invest $265 billion and send thousands of engineers and their families, which marvel at their new lives in the Sunbelt
My first feature as a contributing writer to the New York Times:
https://t.co/n73RydKBiD
Theory Ventures asked founders what they wanted from AI in GTM. 41% said they were aiming to improve rep productivity.
But the real question is: when every rep can do more, does the team win more business? Or does every buyer just receive more outreach?
Got to catch up with multiple friends from high school (30+ years ago) in the past few days
Conversation flowed just like it was yesterday, and easy to see how we have grown and stayed the same from who we were then
If you haven’t pinged an old friend in a while, do it now
"There are some 8 billion of these tiny supercomputers spread around the planet, interconnected via the internet" and we should help them be as weird and personal as possible... https://t.co/BG53pb7tdj
Rambler is nice on the new pixel phones but the big disadvantage is that you don't see what you're saying so it misses out on one of the fundamental advantages of a pixel: voice typing has been so fast that it feels like it's reading your mind.
Lots of VCs kindof sound like this: "Your basketball team doesn't have a moat, any healthy human can throw the ball into the basket thingy. "
People who have not run companies before don't understand how much the team matters more than some imagined structural moat.
One of the most important trends in business over the past few decades has been industries "going quant."
Think Renaissance Technologies in finance, Obama's quantitative campaign operation, or Billy Beane's Oakland A's.
Applying systematic, data-driven prediction to important decisions improves how an industry works and, more importantly, changes who wins.
I think AI is setting up the next wave. My three bets: trial law, entertainment, and general management.
Why now? AI makes far more information available for systematic prediction and makes it possible to generate and test alternatives that were previously too expensive to experiment with.
In my latest Faint Signals, I explore what makes an industry susceptible to going quant and where the next opportunities might emerge.
What other industries would you bet on?
What Goes Quant Next? https://t.co/l285sBUyjX
@sriramk@yoheinakajima has this notion of a work ledger that is basically a versioned text file where the agents to track progress on projects. Because every agent reads and writes to the same versioned directories then he can switch between agents and harnesses.