Does / will this apply to LLMs &  #Artificial Intelligence ?

Analyzing years of early stage venture performance, and adopting a framework from his own idol, Howard Marks, Rachleff deduced that the only way to generate outstanding returns at the early stage is to be right and non-consensus. 

https://1984.substack.com/p/hype-the-enemy-of-early-stage-returns?r=1yvkp&utm_campaign=post&utm_medium=web

Hype: The Enemy of Early Stage Returns

Artificial Intelligence

Does / will this apply to LLMs &  #Artificial Intelligence ?  Analyzing years of early stage venture performance, and adopting a framework from his own idol, Howard Marks, Rachleff deduced that the only way to generate outstanding returns at the early stage is to be right and non-consensus.   https://1984.substack.com/p/hype-the-enemy-of-early-stage-returns?r=1yvkp&utm_campaign=post&utm_medium=web

☝️ It shouldn't matter whether it has been built over the weekend or over the years!

IMHO,  moat will come from finding enough users to use a product and more importantly pay for what you have built.

Even now I'm still struggling to see where the moat is in LLM development. However cool is a product I'm building, if I can build it over a weekend, others could too.

Nate

I’m Sam, I’m the curriculum director at Gregorio Perfecto High School in Manila, Philippines. I’ve been an educator and administrator for just over 25 years. Our school is spending a good amount on edtech, but I don’t feel like we’re getting the most out of it. I’d love to learn from everyone what is working for them. Thanks!

For Teachers By Teachers

Edtech Innovation

Science Teachers In Asia

Science is awesome 🧬🦾🚀🤯

REAL Truth

The Most Important Thing

MEDITATION (mindfulness)

Sam Mendoza

Jerome Cody

Are those the Google glasses? Been years since they were first introduced and they still look ridiculous imo

David

Gadgets

Food Porn

Bio hacking

Hip-Hop

When a hype is identified, usually the barrier of entry is not high therefore there's no strong moat.

D J

A group of likeminded people in Artificial Intelligence are talking about this.