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BarbAIrians at the Gate: The Financial Opportunity of AI

Andreessen Horowitz

For those that don’t know, the title of this post is a play on the book Barbarians at the Gate , by Bryan Burrough and John Helyar, which chronicles the battle to buy RJR Nabisco in 1988.) With that overview, it’s probably most helpful to think about three kinds of opportunities: Known Knowns, Known Unknowns, and Unknown Unknowns.

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Opportunity Amid Volatility

Haystack

USV’s Albert Wenger has been writing his book, World After Capital , which lays out the argument that money is no longer the scarce asset driving the economy, but rather, it’s attention. They’ll have to back up the truck for their best companies, take acquisitions off the table, and go right after the incumbents head-on.

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Understanding How The Innovator’s Dilemma Affects You

Both Sides of the Table

One of the most influential books of my career is The Innovator’s Dilemma by Clay Christensen. Many people bandy about the definitions of “disruptive technology&# or “the innovator’s dilemma&# without ever having read the book and almost universally misunderstand the concepts.

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Kettle books $25M for its reinsurance platform against fire and other catastrophes

TechCrunch

This is a huge business, typified by incumbent behemoths like Lloyd’s of London, who in theory mitigate the risk insurance companies face when they get the formula wrong. This presents an opportunity to provide a different spin on how to provide this service. That can be a truly life changing thing.”

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Connect/Enterprise: Building Products With Generative AI

Andreessen Horowitz

In this first clip, he explains why he thinks generative AI is a major architectural shift in computing, and why it represents an opportunity for startups to get a leg up on incumbents. What’s the scale of the opportunity that AI presents?

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UK challenger bank Starling raises $376M, now valued at $1.9B

TechCrunch

Challenger banks continue to see huge infusions of cash from investors bullish on the opportunity for smaller and faster-moving tech-based banking startups to woo customers from their larger rivals. That bigger market picture has also meant a surge of many neobanks, and so Starling competes with more than just the incumbents.

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Leonard Brody: The Great Rewrite

Entrepreneurs' Organization

In partnership with Forbes, Brody produced a documentary series and is writing The Great Re:Write , a book based on it. Along with new competition comes new opportunity. Reinvent your incumbent enterprise before you’re disrupted by another, or you risk becoming obsolete. and what to do about it.