11. AI in 2025: An Early Look at Emerging Themes Currently in Asia meeting our corporate partners to discuss where AI is heading. Thought I share the presentation more broadly for everyone’s benefit. You can also download t 04/23 02:55 ♡
12. Should you invest in CoreWeave’s IPO? This morning, CoreWeave rang the Nasdaq bell, becoming the first dedicated AI company to go public in the post-ChatGPT era. The company ultimately raised ~$1.5 billion - well below 03/28 22:53 ♡
13. DeepSeek DeepSeek has now surpassed OpenAI as the most popular app on the App store... Mainstream media has positioned this as something that “came out of nowhere”. But for thos 01/30 02:49 ♡
14. The Nvidia Way Just finished reading “The Nvidia Way” by Tae Kim. Of the 200+ non-fiction business books I’ve read, this probably ranks in the top 3. A must-read for startup fou 12/29 03:14 ♡
15. Some quick observations from AWS re:Invent ✈️ Wrapping up at AWS Re:invent today. Spent half the day yesterday walking the exhibit floor. The main purpose was to observe traffic hot spots and booth placement on 12/06 01:17 ♡
16. 2024 Backward Pass: The Definitive Guide to AI in 2024 The original report in PDF can be downloaded here: https://translinkcapital.docsend.com/v/c98t5/backward_pass OPENING REMARKS I began this document in September as a way to organiz 12/03 23:56 ♡
17. Our investment in Sakana AI In Japanese, the word 和 (Wa) escapes a precise English definition, yet it beautifully encompasses concepts like ‘harmony,’ ‘balance,’ and ‘toge 09/17 23:07 ♡
18. Perplexity - Breaking the CPM Barrier Last week, Perplexity announced they were getting into the ads business. This isn't surprising - I've long argued that subscription in search has a limited TAM. The willingness to 08/29 08:46 ♡
19. AI: Are we in another dot-com bubble? Foreword I usually don’t write long thought pieces, but after noticing a growing discourse around this topic, I felt compelled to share my perspectives. What you see here is 07/24 00:49 ♡
20. Is AI Infrastructure currently overinvested? Are we currently experiencing a massive overinvestment in AI infrastructure, or is this level of investment warranted by AI’s potential? Historically, many technologies like 07/03 00:09 ♡
