Originally published in Greylock, Dec 6, 2023. The rise of Vertical SaaS in the past decade has demonstrated the power of industry-specific software, producing dozens of winners like Toast, Shopify, Procore, and ServiceTitan. Yet there are still many markets underserved by Vertical SaaS: foundational industries with intrinsic barriers to technological disruption (e.g. unstructured data, constrained
Originally published in Understanding AI, Dec 7, 2023. On November 22, a few days after OpenAI fired (and then re-hired) CEO Sam Altman, The Information reported that OpenAI had made a technical breakthrough that would allow it to “develop...
Originally published in East Wind, Oct 25, 2023. I’m probably not the first person to write about the insane leverage that LLMs confer to engineers, but Stack Overflow’s 28% layoff really got me thinking about the future of human-generated data,...
Originally published in The Verge, Oct 18, 2023. No prominent developer of AI foundation models — a list including companies like OpenAI and Meta — is releasing sufficient information about their potential impact on society, determines a new...
Originally published in a16z.com, Oct 12, 2023. What do enterprise buyers in healthcare care about most when evaluating AI products? To answer that question, we interviewed leaders from many of the largest healthcare providers and insurers across...
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