@vasuman: A thought piece on why private equity is misunderstanding the value add of AI, and why AI is going to drive 10T worth o…
Summary
A thought piece discussing how private equity misunderstands AI's value, predicting $10 trillion in value for US businesses in the next decade.
Similar Articles
AI Looms Over Software Companies — and the Investors Who Piled Into Them
Bloomberg reports that rapidly advancing AI tools threaten the business model of software companies loaded with private equity debt, potentially triggering a 'SaaSpocalypse' with broad financial consequences.
On AI Hardware (7 minute read)
A venture capital firm's perspective on the current state and future direction of the AI hardware market.
The groupthink boom: what 3 top VCs really think about the AI frenzy
Three top venture capitalists discuss the AI investment frenzy, the impact of mega-IPOs like SpaceX, and the opportunities in AI-native startups.
@vasuman: A former COO of Citadel Securities is telling you where the money is in AI For free
A former COO of Citadel Securities is offering free insights on where to find profitable opportunities in AI.
@levie: One of the key architectural questions of the 21st century in business will be how you maximize your corporate IP in th…
The article argues that as AI models commoditize intelligence, businesses must focus on uniquely leveraging their corporate IP through workflows, evals, and routing to create value, presenting opportunities in the applied AI layer.