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It is almost impossible to find investment alpha in AI without understanding the technology. The days when a business-only founder could build a great AI company without deep technical fluency are probably behind us, at least for the next few years. Unless you fundamentally understand what the technology can and cannot do, what is driving the gains in capability, and what might reduce its current limitations, I don’t think you can build a truly great AI company. For me, that means looking for founders who can see around the corner technically, and who are building companies around durable cust
How one VC burns through hundreds of millions of tokens a day to find the next unicorn…The letter accused South Korea of unfairly raiding Coupang’s offices, imposing fines and tax audits, threatening to revoke its business license, and pressuring South Korean public pension funds to dump their…
…Startups are under pressure to abandon foundational research as investors prioritize practical applications. The rise of DeepSeek has reenergized China’s artificial intelligence industry, drawing billions of dollars in state funding and…
…Local activists warn that the same policies driving investment are also limiting farmers’ ability to resist. “The union government and several state governments are solely looking at this as an investment issue…
…But the fund could only be used for investing in infrastructure — and phones, by definition, aren’t considered part of it. “Even if they would [subsidize], the customer has to still find…
…It is becoming the norm, even as institutions such as the World Economic Forum and the International Monetary Fund project millions of job displacements and significant disruptions globally from AI by the…
…AI gains rest on publicly funded research, government-backed infrastructure, decades of scientific work, and the labor of people throughout the supply chain — from chip fabrication to data labeling to content moderation…
…I think the most important one is because we, in general, don’t have existing or publicly available data sets to train or fine-tune these robots on. Fundamentally, we are able…
…Instead, these CEOs appeared to convey that the version of U.S.-China relations being sold to investors, founders, and the general public is not the one their own companies are operating…
…Q & A How one VC burns through hundreds of millions of tokens a day to find the next unicorn The investor behind a $75-million AI-focused fund explains why reading research…
…G42, backed by Abu Dhabi sovereign wealth fund Mubadala, signed an agreement on May 15 to deploy 64 supercomputers made by U.S. chipmaker Cerebras to India. A G42 unit will handle…