Letters
What Rising Interest Rates Mean for AI, Part 1: What's Likely to Happen
The United States Federal Reserve Bank has signaled that it will continue to raise interest rates. As one consequence, the stock market is significantly down, particularly tech stocks, relative to the beginning of the year.
Letters
How to Build AI Startups Part 2: Will a Data Moat Protect You?
Last week, I described trends that AI Fund, the venture studio I lead, has seen in building AI startups. I'd like to discuss another aspect of building companies that’s unique to AI businesses: the controversial topic of data moats.
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