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Revenue is only part of the equation

A lot of AI apps today are being priced like D2C in 2016.Read More →

The fifty-one percent coin

LLMs probably are not how the brain works, but so long as they're a 51% coin, it doesn't really matter.Read More →

AI Labs and Movie Studios

Big upfront capex based on predicted box-office revenue.Read More →

Thoughts and Drafting

In 9th grade I used to talk. A lot.Read More →

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