AI Research & Strategy

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How to Understand the Post-LLM World
A mental model for builders and investors
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The Data Center is the New VC
Glimpsing into the future of AI investing
The Tranquilizing Drug of Incrementalism
Or how to not squander away the new opportunities and affordances by AI models
An Argument for Modeling Consolidation
Or What Happens if Attention (and Transformer) Is All We Need?
1
After Reboot, A Redux
Since it’s been a while, I will summarize key takeaways from the previous posts. This will set the stage for future posts, and, for the new readers, it…
Rebooting Page Street Labs
If you are a new subscriber, this might be an odd post to start, but welcome! Some time ago, I started a newsletter experiment called Page Street Labs…
Ride the Hardware Lottery!
Issue #3: Why comparing models like GPT-3 with human brain/intelligence is flawed in a unique way.
2
GPT-3 Turk’s Gambit and The Question of AI Automation
What’s in this issue: I continue our exploration in GPT-3 hype by considering a recent viral post as an example, leading us to critically examine the…
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AI Research & Strategy
A newsletter from Delip Rao with deep dives in AI and other fun titbits.
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