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6min chapter
Antoine Blondeau: Alpha Intelligence Capital and Investing in AI
The Gradient: Perspectives on AI
The Warped Moment of Progress
I think that a lot of us who watch the field closely or are in the field can feel this warped sense of time. So obviously NVIDIA has done very well, but I think there's a lot of interesting application specific use cases going forward. speed is going to be important more than ever. In some ways, it's going to favor startups. Some of them will do very well. But they have to be quick. They have to execute. And then at the application layer, which is both, there is an interesting player because suddenly the intelligence delivery has become much more commoditized. How do you compete? I think most importantly, being able to really understand the nature of the problem.
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