Calling the 1st AI bubble pop: Deepseek proved that you don't need to read the entire textbook to pass a test, you can also simply do a lot of practice questions, resulting in less compute, less cost.. all that for free and open-source. Expect new models to follow suit.
Off the back of @SecondaryLink's latest article covering the MSIB's secondaries portfolio, wanted to help out @Tim_Walz with some SecLink pricing!
Take a look.
BTW, if anyone was wondering, I'm a single-issue voter: #liquidity ;)
The 30 most in-demand VC-backed secondary shares in Q2
SpaceX still #1
Anthropic higher than OpenAI for first time
Scale, Cerebras and Wiz biggest gainers
Only three new names: Cribl, Notion, Lambda
The 30 most in-demand startup secondary shares in Q4 '23 (per Setter)
- SpaceX still #1
- Klarna jumps 11 spots to #5 overall
- Discord climbs to 7th overall (the @nikitabier effect)
- A few crypto names showing up again
- Gusto makes first appearance in long time