To some extent, it is "wrappers" all the way up.

And it doesn't make them any less potentially valuable.

Spotify economics:

A good rule for hiring by Zuck:

Would you work for them?

Modern AI stack:

Via: Manoj Gupta

Open AI just released Sora:

"Sora is a data-driven physics engine. It is a simulation of many worlds, real or fantastical."

💬 Credit: quote by @DrJimFan on X.

📹 Credit: creation by @chrisoffner3d on X.

87% of Y Combinator's latest batch are AI startups.

5 key trends from demo day:

1. 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 𝗘𝘃𝗲𝗿𝘆𝘄𝗵𝗲𝗿𝗲

2. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 𝗧𝗼𝗼𝗹𝘀

3. 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗨𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝘄𝗶𝘁𝗵 𝗔𝗜

4. 𝗛𝘆𝗽𝗲𝗿-𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻

5. 𝗡𝗲𝘄 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗳𝗼𝗿 𝗔𝗜

AI apps can grow moats.

7 areas to dig in:

- 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗔𝗱𝗮𝗽𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆

-𝗛𝘂𝗺𝗮𝗻-𝗶𝗻-𝘁𝗵𝗲-𝗟𝗼𝗼p

- 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗣𝗿𝗶𝘃𝗮𝗰𝘆 𝗙𝗼𝗰𝘂𝘀

- 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗠𝘂𝗹𝘁𝗶-𝗦𝘁𝗲𝗽 𝗔𝗴𝗲𝗻𝘁𝘀

- 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝗯𝗶𝗹𝗶𝘁𝘆

- 𝗨𝗫/𝗨𝗜 𝗮𝗻𝗱 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻

- 𝗗𝗮𝘁𝗮 𝗮𝘀 𝗮 𝗠𝗼𝗮𝘁 / 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻

What else?

Let’s see what happens with X

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