Tag: Silicon Valley
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Lots of founders mess up calculating their Total Addressable Market (TAM). Here’s how to do it correctly… Calculating TAM Correctly You need to do what’s called a bottoms-up TAM. Take the number of potential customers and multiply that by what you charge for your product. The figure you get is…
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+ Business, Entrepreneur, Entrepreneurship, Founder, Investing, SaaS, Silicon Valley, Startup, Startups, Tech, Venture Capital+
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Founders are using AI to build incredible products. And now, I’m using it to evaluate their businesses. Here’s how… When I was researching a startup in the past, I had to Google a hundred things and hope I’d find the right info. Team, possible competitors, market size, you name it.…
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+ AI, Artifcial Intelligence, Artificial Intelligence, Business, ChatGPT, Finance, Grok, Investing, Money, Silicon Valley, Startups, Tech, Technology, Venture Capital+
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Everyone’s talking about ChatGPT, Claude and Grok. But there’s another competitor creeping up the charts: Qwen from Alibaba. Most people haven’t tried it. So today, I decided to see if this model can compete with the best from America. I used the new 32B model and fed it the same…
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+ AI, Alibaba, Artificial Intelligence, Business, Entrepreneurship, Grok, LLM, Qwen, Silicon Valley, Startups, Tech, Venture Capital, xAI+
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I play with different products every day — some for investment research, some just for fun. Here are my current favorites: Meetings: Google Meet. So much better than Zoom! No software needed and instant boot-up means I’m never late for a call. I also love that it has the time…
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+ AI, Apple, Artificial Intelligence, ChatGPT, Grok, LLM, Mac, Silicon Valley, Startups, Tech, Technology+
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“For two decades, no Secretary of Defense even bothered to set foot in Silicon Valley…” In 2015, Ash Carter finally changed that. This was the beginning of a wave that launched a thousand defense startups. In 2016, Raj Shah and Christopher Kirchoff took control of Defense Innovation Unit X (DIUx).…
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+ AI, Artificial Intelligence, Business, Defense, Department of Defense, DoD, Founders, Military, Silicon Valley, Startups, Tech, Technology, VC, Venture Capital, War+
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I was talking with an awesome YC founder yesterday. Right before our call, another investor asked him, “What if ChatGPT does it?” This is the new “What if Google does it?” For most companies, that question is irrelevant. Here’s an example… ChatGPT Stinks at Teaching Portuguese I’m trying to learn…
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+ AI, Artificial Intelligence, ChatGPT, Entrepreneur, Investing, LLM, Silicon Valley, Startups, Tech, Technology, Venture Capital, Writing+
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Anthropic just dropped its most powerful model yet, Claude 3.7 Sonnet. This morning, I asked it 3 questions I actually needed the answer to. Let’s see how it does… Teach Me About Biology Lately, I’ve been fascinated by new developments in biotech. So I had Claude give me a primer…
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+ AI, Anthropic, Artificial Intelligence, Claude, Grok, LLM, Silicon Valley, Startups, Technology, Venture Capital, Writing+
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Grok 3 is so good I just cancelled my Gemini Advanced subscription and set my homepage to Grok 3. Let’s run through 3 real world tests so I can show you what this model can do: 1) Grok as Investment Analyst. Lately, I’ve been thinking about changing the asset allocation…
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+ AI, Artificial Intelligence, ChatGPT, Elon Musk, gemini, Grok, Investing, LLM, Silicon Valley, Tech, Technology, Venture Capital, xAI+
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Paul Graham says your curiosity is the best way to tell what’s worth paying attention to. So when I scrolled through the YC directory this morning, I let curiosity lead me to the coolest startups. Since we dug into the W25 cohort two weeks ago, many more startups have launched…
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+ AI, Artificial Intelligence, ChatGPT, Entrepreneur, Finance, Founders, Investing, OpenAI, Silicon Valley, Startups, Tech, Technology, Venture Capital, YC+
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“Aghhh, how could I have missed this?” That was me on Friday, reading the headline: Robotics Startup Figure AI in Talks for New Funding at $39.5 Billion Valuation. I had a chance to invest in Figure’s seed round in the spring of 2023 via a syndicate. I passed. Again in…
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+ AI, Artificial Intelligence, Investing, Robotics, Robots, Silicon Valley, Startups, Tech, Venture Capital+
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Tremendous 