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When AI Favors the Incumbents

Tomasz Tunguz

Incumbents have lept onto advances in generative machine learning more aggressively than any trend in recent technology history. But generative ML differs because incumbents are pushing the envelope. In addition to these the advantages, these incumbents have another edge : their distribution.

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Prezent.ai secures $20M to gamify deck presentations

TechCrunch

When it comes to presentation creation, PowerPoint and Keynote remain the de facto tools by incumbent advantage. Also slotting somewhere in the product category is Gamma , a presentation designer platform built around a card-like interface. In addition to hosting templates for companies to build branded presentations, Prezent.ai

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We Should Have Real Primaries Every Election and Support the Winner

This is going to be BIG.

Chris Christie tried to present his case against Trump, but no one actually wanted to hear it. Wouldn’t a real debate between Biden, Harris, Buttigieg, and Gavin Newsom among others been a sight to see—a group of passionate, competent public service all presenting their vision for the future. That’s how I feel about Joe Biden.

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The Economic Case for Generative AI (presentation)

Andreessen Horowitz

In this keynote presentation from AI Revolution, a16z general partner Martin Casado explains why with generative AI, that’s changing. [0:00] By platform shift, I mean, why has the value accrued to the incumbents and why hasn’t there been a new set of AI-native companies that have come up and displaced them?

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Four Fundamental Innovations of Web3 that Will Upend Web2 Incumbents

Tomasz Tunguz

Today, it’s 12, driven by several factors but regulatory costs present the principal one. Where nascent rules are present, the regulation isn’t yet a warren of legalese- yet. Twenty years ago, startups IPOed after 4 years. Within this freedom to maneuver, Defi protocols invent new financial instruments.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tomasz Tunguz

I presented those questions & my views on their answers at Saastr’s Workshop Wednesday. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter. Market : how to compete with incumbents?

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BarbAIrians at the Gate: The Financial Opportunity of AI

Andreessen Horowitz

Milken himself is said to have credited (or blamed) VisiCalc and spreadsheets for the growth of the Private Equity (PE) industry, since cash flows vs. debt payments could be easily monitored, and a formerly complex net present value calculation now just involved a formula for a cell. billion, against almost $2.8