AI Harness' ARR Multiples How does the market value an AI harness? We now have enough data points to draw some initial conclusions. Harvey, Legora & Sierra each announced crossing $100m in annual recurring revenue within nine months of each other, & Ramp & Decagon bracket them…↗

Model capabilities are converging. The best riders win. tomtunguz.com/harnessing-ai/↗

I've been using state-of-the-art models to teach small models running on my computer how I work. The result : a personal agent that runs my inbox, my deal pipeline, my blog, my calendar, & my research. 🧵↗

Recently, I was at the library & stood in front of a book that might be a good read. I fired up Gemini, asked it for a plot summary & a digest of the reviews before deciding to read it. So I started a list : what are the ways I use AI that are new in the last year? I often publ…↗

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023.↗

90% of startups have plans or have released an AI feature, 54% of those features will launch in 2023, but only 30% of companies are hiring new people to do it, according to ProductBoard’s survey. These figures highlight three points:↗

If we assume some basic productivity gains in a typical SaaS company from AI in the next 12-24 months, how much more profitable will the business be? Sales development, content marketing, & software engineering strike me as the workstreams that will benefit immediately.↗

Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000. A former venture capitalist, Mark Leonard started Constellation in 1995 with $15m of outside investment & a goal of buying vertical software companies.↗