The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 472. DeepSeek’s Impact on Other LLMs, AI’s Effect on Software Engineering, Nvidia’s Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)
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Mar 3, 2025 Joseph Ruscio, General Partner at Heavybit, discusses the evolving landscape of AI and its impact on software engineering. He delves into how developer-first companies can harness advanced technologies like large language models and the importance of market insights from tools like GitHub. The conversation also touches on Nvidia's stock volatility and its implications for future demand in AI. Ruscio shares strategies for navigating challenges in venture capital, emphasizing quality partnerships and sustainable growth.
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Joe Ruscio's Career Path
- Joe Ruscio's early career involved a transition from software engineering to academia and startups.
- He worked at Motorola, pursued a PhD, and built System X, the world's third-fastest supercomputer.
Cloud Computing's Impact
- Cloud computing's on-demand nature shifts the bottleneck from hardware provisioning to developer velocity.
- This makes developer efficiency crucial for organizations.
DeepSeek's Approach
- DeepSeek likely used a mix of technical achievements and distillation.
- Their open-sourcing accelerates AI development by sharing techniques.
