tech, startups, internet

Rob May on AI investing.

“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

tech, startups, internet

The agent economy and economic growth.

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 […]

tech, startups, internet

Why generative AI is mostly a bad VC bet.

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 […]

tech, startups, internet

Can AI shift the laws of economics?

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 […]

tech, startups, internet

Path dependence and AI. 

Rob May of Talla questions the impact of path-dependence in machine learning models. Humans definitely approach ideas differently depending on what they learned before – should machines? | learn more