The Most Dangerous Thing About The Moment
mhdempsey.substack.com · 1,692 words · saved by 1 readers
Being too early versus too late, and how to lose the AI race as a founder and investor
It took all of 4? weeks for AI to enter the zeitgeist across a bunch of industries, forcing everyone from marketers to filmmakers to wonder if they were going to be obsolete in the coming years, and for investors to move from investing in dev tools/infra in AI/ML because the “space was early “to needing an “AI strategy” or an “AI person” with strong views on the application layer. We even got market maps! What seems to have happened is that the demo culture we saw in a variety of other emerging industries (AR/VR, AVs) took hold and allowed a variety of people to not have to read academic…
related reading
- Hallucinations in AIluttig.substack.com
- How To Invest In Startups - Sam Altmanblog.samaltman.com
- The end of incrementalism: how AI will reward maximalist start-upsphilipjclark.substack.com
- Generative AI’s Act Two | Sequoia Capitalsequoiacap.com
- You Are Not Too Old (To Pivot Into AI)latent.space
- Things I Don't Know About AI - by Elad Gil - Elad Blogblog.eladgil.com
- The AI Spectrum for Foundersnfx.com
- The Death of Deloitte: AI-Native Services Are Opening a Whole New Market | Emergence Capitalemcap.com
- The Dawn of a New Startup Eragiansegato.com
- Defensibility in the Age of AIsethbannon.com
- Investing for the AI transition – Educating Siliconeducatingsilicon.com
- Investing in the Age of Generative AIeastwind.substack.com