@allenyao Agreed, honestly is a big regret of mine looking back
The real trap is that optimizing for optionality doesn’t stop at banking - there’s PE, MBA, etc.
So many of my peers are using this path as a way to “figure out what they want to do” without the time and energy to do so
@davidycli in niches with unsophisticated buyers the playing field against frontier labs is a lot more even
the same industries are often also legacy incumbent dominated, disruption here seems easier
hard to imagine industrial (and other legacy) businesses building/managing their own agent stacks across a bunch of different tools, lot of value accruing to vertical AI products purpose-built for these industries
at the same time, the same adoption constraints make it significantly harder to sell AI to these types of companies
building an agent to create, send, and post a daily newsletter in Claude Code using Opus 4.6. interesting that it recommends using the OpenAI API over itself
feature request forms are slow, would be cool to see companies experiment with some kind of beta/sandbox environment where users can prototype product changes or feature additions using AI to speed up the feedback loop
the Holdings playbook makes a lot of sense
~80% of businesses have adopted AI
<40% of which see a measurable financial impact
~95% of AI pilots fail
its becoming more evident that value creation from AI integration comes from the operational level, not just plug-and-play SaaS
We are excited to announce a strategic partnership between OpenAI and Thrive Holdings. Through our partnership, OpenAI will become an equity owner in Holdings, and collectively we will set out to deliver frontier technology for our customers.
For decades, technology has transformed the world’s largest industries from the outside-in. We believe the AI paradigm will be different in that some of the most profound transformations will now occur from the inside-out. We view the businesses that we own and operate as the right reward system to build, test, and improve industry-specific products and models.
The partnership will bring together a unique, cross-functional team, comprising OpenAI’s leading research and applied AI teams working alongside engineers, operators, and industry experts at Holdings to deeply integrate AI into the businesses that we own and operate. Our long-term orientation to transforming companies is possible because our time horizon at Holdings is forever.
By training the most advanced models for specific tasks within our businesses, guided by both company-specific data and expert feedback, we believe we can continuously improve model capabilities and ultimately establish AI as an integral driver of long-term enterprise value.
//
https://t.co/4NO7HkwffD