Model intelligence is rented. “Model intelligence is a rented advantage. Position is an owned one.” Rob May argues the easy “ChatGPT for X” era is over, and the new opportunities are in routing, orchestration, governance, and narrow models that do […]
“Maybe it seems a little counterintuitive, but, I evaluate AI companies by looking for unique customer acquisition attributes. The indirect impact of AI is that those have become more valuable.” ~ learn more
Rob May predicts that bots will become the default collectors of information, which could suck for us because they never tire and have no shame. Will we be inundated with non-stop requests to benefit the AI models more than ourselves? ~ learn […]
Rob May looks somewhat far into the future (I think?) and comes up with an interesting scenario to consider. “Once this happens, you can see an economy growing among agents. Agents that collect unique interactions and data sets will sell […]
Rob May made the point a few weeks ago that generative ai startups are mostly a bad vc bet. Don’t let that fool you into thinking he’s not betting — “I believe that making bets in markets like this, while many […]
From the highly credible Rob May, investor in 100+ AI companies. His point is that there’s little defensibility for most of these companies. First, before there are no barriers to entry. Second, the foundational models that these companies rely on […]
Rob May offers an interesting line of thinking. “The laws of economics aren’t fixed forever. As AI impacts society in many ways, and as AI makes more decisions for humans that we no longer make ourselves, it is very possible the […]
Prolific AI investor Rob May briefly considers what might come in 2030 from the groundwork laid recently in the field. It’s an analog to this: “The Internet Boom of the late 1990s laid the groundwork for subsequent booms in social […]
From Rob May of Inside AI. “I’ve written a few times about basic income because I see it as a possible side effect of AI, automation, and possibly job loss. I wrote last year about why I think basic income may be […]
Rob May, editor of the Inside AI newsletter and prolific AI investor, kicked off the new year with “some thoughts on where AI is going and in particular where [he] think[s] the best opportunities lie.” He has one of the […]