The Semi layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there?| apoorv03.com
One of the recent “shower thoughts” I had was around how macro trends in venture capital, coupled with the avalanche of new AI research announcements, will profoundly change the broader venture and startup ecosystem.| eastwind.substack.com
For the past 25 years, application software startups have had a singular focus: increasing company and employee (including developer) productivity.| www.sarahtavel.com