I do think that there is almost this room for a rippling or ash be like or hubspot-like fat startup approach. This feels to me like the first time that maybe Salesforce is vulnerable or certain ERP vendors are vulnerable. There are lots of connectors and integrations to other applications as a moat. The big moat for many of these companies is AI people know that they're already running on them, so it's hard to dispose.
This week on No Priors, Sarah and Elad do another hangout to answer listener questions. Topics include debunking common misconceptions about AI and its implications on the world, the analogy to nuclear power and nuclear safety, the impact of larger context windows, developer productivity, incumbent announcements of AI products, and some requests for (fat) startups.
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Show Notes:
[00:21] - What Are People Getting Wrong About AI Right Now? / New Capabilities of NLP
[04:35] - Nuclear Power and Safety Concerns
[11:12] - Emerging AI Companies and Research
[15:54] - China's Hardware Sanctions and Funding Ramp
[20:34] - Innovation in Heterogeneous Compute Infrastructure
[28:08] - Enterprise Stack and Decision Making
[33:44] - Data's Impact on the World