Tomasz Tunguz - What Has Your GPU Done For You Today?
Tomasz TunguzVenture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. What Has Your GPU Done For You Today?
A year ago, enterprises balked at the prospect of deploying AI. The dominant blocker : security. By using AI, would my company lose its data as employees passed sensitive queries to large language models? Today, buyers are more familiar & have security options : deploying AI on virtual private cloud architectures, tools to delete data from cloud AI vendors, dedicated security tools for AI, & a panoply of open source alternatives. ROI (return-on-investment) has replaced fear. AI is expensive. What is my fancy GPU doing for the business? What revenue has AI increased? What cost has AI reduced? How much better is AI than existing software? This pressure on performance is equally present in both the development of internal tools & the procurement of external software. There are many causes : the significant capex required to rent GPUs, an economic backdrop where the labor markets are weak & the potential for recession lurks, & also the tremendous promises the industry has made on the back of AI. In chatting with enterprise buyers, we hear consistent questions :
In some categories, the ROI is clear : call center & security center automation. In others, general productivity gains are harder to quantify & defend additional expense. There’s a growing sentiment that AI buyers will enter a crestfallen phase where the promises of AI haven’t yet been met. The greater the ROI a GPU can deliver, the more likely negative sentiment will be reversed. At the end of every AI investment conversation, the champion will have to answer the question : what has our GPU done for us today? 1 Smaller models are often the answer, especially as their quality begins to rival their larger counterparts because of new training techniques like distillation or over-training. |
Older messages
Things that Used to be Impossible, but are Now Really Hard
Tuesday, August 20, 2024
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Things that Used to be Impossible, but are Now Really Hard
AI Public & Private Premia for AI Companies
Tuesday, August 20, 2024
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. AI Public & Private Premia for AI Companies We've been
The PostModern Data Stack
Monday, August 12, 2024
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The PostModern Data Stack If the Modern Data Stack is dead,
Snowflake's 4 Areas of Investment in AI
Friday, August 9, 2024
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Snowflake's 4 Areas of Investment in AI In a recent Office
The 3 Attributes of an Attractive Market for AI
Monday, August 5, 2024
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The 3 Attributes of an Attractive Market for AI Call it
You Might Also Like
Stop learning to give feedback. Learn to receive it.
Wednesday, September 18, 2024
Good news: Most people are terrible at receiving feedback, so you only need to be a little better at this skill to stand out. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
💥 Justin Welsh: How I Built an $8M Business with 0 Employees - CreatorBoom
Wednesday, September 18, 2024
$1M Business in 12 Months with Social Media Posts, Guest Starring for Newsletter Growth, David Ogilvy: Marketing Advice, How to Convert Readers into Buyers View this on the Web September 18, 2024 In
Who will bail out Northvolt?
Wednesday, September 18, 2024
Plus: OpenAI's Paris office; Flink raises $150m; the EU finally has a startup commissioner View in browser Silo flagship Good morning there, All eyes are on Northvolt this week as the Swedish
🗞 What's New: Everything you need to know about the leaked PDF from MrBeast
Tuesday, September 17, 2024
Plus ChartMogul's founder on hitting $10M ARR
It's In The Wind, A Chinese Fall 🌬️
Tuesday, September 17, 2024
The easier way to say bye, bye, bye View this email in your browser The Answer My Friend Is Blowing in The Wind Young adults are vaping too much. What started as a casual habit to look “hip” or “cool”
Starting Soon: Ask Me Anything B2B Marketing
Tuesday, September 17, 2024
Don't Miss Out on This Live Discussion on All Things B2B Marketing!
Solvely and Grubby.AI
Tuesday, September 17, 2024
All-in-one AI homework helper BetaList BetaList Daily Solvely Exclusive Perk All-in-one AI homework helper Grubby.AI Humanize AI text in seconds for free Too much email in your life? Switch to weekly
17 hours in Toronto
Tuesday, September 17, 2024
Read time: 1 min. 01 sec. Wanna know what I hate? Destination weddings. Sure, they're fun… but they're also a pain in my a**. One of my good buddies decided to have his wedding in Toronto (of
big tech’s finserv strategies
Tuesday, September 17, 2024
where Amazon and Google are making moves, and placing their bets Hi there, Where is big tech placing bets in financial services? Get the answer in this webinar. Plus, learn how tech giants are ramping
[CEI] Chrome Extension Ideas #158
Tuesday, September 17, 2024
ideas for Roblox, Claude, Facebook, and YouTube ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏