Why is it that the companies with the highest gross margins and zero marginal costs are also, as a group, consistently unprofitable? It just seems odd to me. Over the past few years, one hypothesis I have can be summarized as follows: "Your marginal advantage is inversely corr…↗

This puts so well into words the conversation I’ve had dozens of times in the last year. (1) Incumbents are positioned to succeed in AI broadly much more than startups because brand, data, distribution offer advantage (2) The SaaS 1.0 playbook is uniquely bad for AI because A…↗

@_mattneary seed dollars are best applied when a modest amount of money 1-3m ideally but not more than 5-6 can help a company flip 1 or 2 cards / answer specific questions which -- if proven out, will unlock significant value and ideally a bunch more relatively lower risk capital…↗

6 months ago it looked like AI / LLMs were going to bring a much needed revival to the venture startup ecosystem after a few tough years. With companies like Jasper starting to slow down, it’s looking like this may not be the case. Right now there are 2 clear winners, a handf…↗

Vibe I am getting without referencing data: A lot of VCs and founders are realizing right now how hard it is to build a truly generational company It is still 100% possible, it’s just still very rare. The glut of VC funding in the 2010s era was predicated on the idea that t…↗

@gokulr For those wondering - as of today this is how you'd allocate↗

I'm so obsessed w/ this 1981 Apple manuals aesthetic, I want to put it on a t-shirt.↗

Respond to this tweet with a startup idea. I will tell you whether I would take a investor meeting or not and why for that idea, assuming it came in from a strong warm intro. I can tell in 280 chars whether an idea is interesting to me and why. Maybe it will be useful feedback.↗

ChatGPT Plus just got an insane upgrade, The Code Interpreter 🤯 Now every user can employ their own personal Data Analyst Intern for just $20/month Here are 8 mind blowing examples users achieved in the past 24 hours alone (🧵👇)↗

#CodeInterpreter - "It's a very fast, coding intern, that's both really smart and really stupid, but the biggest advantage is, it never gets frustrated and never gives up" - @simonw Here's my evergreen #CodeInterpreterCan thread, w examples, tips, use-cases, and ideas👇 1/↗

Even if you’re a great programmer, I’ve found it’s a long climb to becoming a decent AI researcher. The skills around debugging training runs and intuitions around what is happening are really different. It’d be smart to start now though—you’d still be early. Lots of promise.↗

Interesting tidbit from @sama on the role of Why Greatness Cannot Be Planned in the history of OpenAI. (thanks to @actualMahmoud for highlighting)↗

Tips on writing: How to Write Usefully: paulgraham.com/useful.html The Age of the Essay: paulgraham.com/essay.html Write Like You Talk: paulgraham.com/talk.html↗

Business idea: - Service for a lawyer to check a legal agreement generated by ChatGPT and ensure they're legally compliant. Many lawyers will refuse to review other lawyer's legal agreements and only write their own.↗

I think this is mostly right. - LLMs created a whole new layer of abstraction and profession. - I've so far called this role "Prompt Engineer" but agree it is misleading. It's not just prompting alone, there's a lot of glue code/infra around it. Maybe "AI Engineer" is ~usable, th…↗

Full HQ episode of my interview with @shl. We talk about: * Gumroad's journey and complications of paying thousands of investors dividends (!) * Why Sahil likes to make _everything_ public * What it's like to build with a part-time-only, remote-only workforce And more.↗

💰Early-stage women AI startup founders: there's a community of investors who want to back you. Reply with your deets so we can reach out to you. 🤩 Co name 1-line description: 🔗 Co url: 🌱 Stage: 🌎 Geo: 🚀 Post-product + revenue: Y/N 👀 Fundraising: Y/N 💰 Have a lead: Y/N↗

Reddit is the most underrated place to grow your newsletter for free. • Easy to get visibility • You don't even need to post • Users are hyper-interested in your topic I spoke to @ericlamideas, who grew to 5k subscribers with Reddit. Here's how he did it:↗

I’m honoured to be appointed as the Chair of the UK's AI Foundation Model Taskforce. A thread on why I'm doing this and how you might be able to help us.↗

What happens if you give GPT-4 access to a Google search and browsing API?↗

WorkGPT now has OpenAI's new function invocation feature baked into it. This is huge. While chaining together APIs was possible before (see AutoGPT), it was slow, expensive, and error prone. Here I demonstrate how to give GPT-4 an array of different APIs, some dynamically built…↗

sam altman: “honestly, i feel so bad about the advice i gave while running YC i’ve been thinking about deleting my entire blog”↗

I had no idea that ChatGPT with Code Interpreter could do flowcharts until it did. So I asked it what other exotic Python visualizations it could do and to make samples Neat: interactive maps, pairwise plots, word clouds, hierarchies, machine learning diagrams, Andrews curves...↗

Why AI Will Save The World By Marc Andreessen The era of Artificial Intelligence is here, and boy are people freaking out. Fortunately, I am here to bring the good news: AI will not destroy the world, and in fact may save it. 🧵↗

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:↗

Today is my last day leading @Codecademy after 12 years. @ryanbubinski and I went from a prototype we hacked together in 3 weeks… To a business with more than 50m users that we sold for $500m+. Here are a few things we learned turning a breakout product into a great company:↗

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.↗

What if we set GPT-4 free in Minecraft? ⛏️ I’m excited to announce Voyager, the first lifelong learning agent that plays Minecraft purely in-context. Voyager continuously improves itself by writing, refining, committing, and retrieving *code* from a skill library. GPT-4 unlocks…↗

Watching @karpathy presentation from today and taking twitter notes, come along for the ride: If you're like only the practical tips, skip to #32 @karpathy starts with stages: 1 - Pre-training - months x thousands of GPUs 2, 3, 4 - Finetuning stages that take hours or days 1/↗

Too expensive or too cheap - why AI continues to reveal itself as a terrible VC bet↗