flâneur

New Age Commodities - Sean Cai

substack.com · 8,250 words · saved by 1 readers

This is a smorgasbord of thoughts on compute, inference, human data, enterprise RL, and empire building behavior in venture. I thought to separate these into separate posts, but realized that all of these are inextricably linked to examining AI app layer and infra companies today holistically. Additionally, a glance on venture markets, even in thematic exploration, is increasingly necessary to provide necessary context for some of the decisions made in leading players in the space, where private capital deployment disruption to free markets increasingly proliferates. With the surge of AI model training and fine-tuning, data has become a critical commodity, giving rise to marketplaces that provide human-generated data and annotations at scale. See my recent article on human data markets and RL environments. I’ve written extensively about human data markets and their interplay with app layer RL-native products in these three prior posts: A World of Automatable Domains A World of Verifiab

This is a smorgasbord of thoughts on compute, inference, human data, enterprise RL, and empire building behavior in venture. I thought to separate these into separate posts, but realized that all of these are inextricably linked to examining AI app layer and infra companies today holistically. Additionally, a glance on venture markets, even in thematic exploration, is increasingly necessary to provide necessary context for some of the decisions made in leading players in the space, where private capital deployment disruption to free markets increasingly proliferates. With the surge of AI…

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