Tomasz Tunguz
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19 October
18 October
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korrents.com
Anthropic should be valued as a cloud company.Their words
Anthropic is considered an AI company, but it should be valued as a cloud.
16 October
15 October
14 October
13 October
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korrents.com
The sophistication of the AI ecosystem is permeating the enterprise more quickly than any previous wave.Their words
Overall, it is clear how quickly the ecosystem is evolving, & how much sophistication has permeated the enterprise, more quickly than any wave we have seen.
12 October
9 October
7 October
From one piece A Change in AI Strategy 2 beliefs · tomtunguz.com
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korrents.com
In a commoditizing market, the platform that aggregates volume wins over the lab with a marginal benchmark lead.Their words
In a commoditizing market, the spoils do not accrue to the lab with a marginal benchmark lead, but to the platform that aggregates the volume.
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korrents.com
AI models have reached commodity status.Their words
AI models have reached commodity status as prices fall 41% while token usage surges 50%.
6 October
5 October
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Their words
AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027.
2 October
1 October
30 September
29 September
28 September
24 September
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korrents.com
Software engineering has evolved to systems architecture, focusing on designing systems for AI code generation.Their words
Software engineering have evolved to systems architecture. That was always the destination. This is the new software engineering : designing the systems that let AI write code correctly at scale.
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