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
SaaS Startup Ideas
Thursday, December 19, 2024
framework for startup ideas ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
🌅The Power of Mindset in Shaping Entrepreneurial Success
Thursday, December 19, 2024
This week, we're diving deep into the role mindset plays in entrepreneurial success ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Duolingo for stock market 📈👀
Thursday, December 19, 2024
Just hunted a radical new product that asks what if Bloomberg was made in 2024 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
don’t get off the rollercoaster
Thursday, December 19, 2024
Read time: 51 sec. Someone in Starter Story Academy DM'd me the other day: “Building a business feels like a rollercoaster. Is it supposed to be this way??” YES. 100%. Here's what nobody tells
Modern Meditations: Caleb Watney
Thursday, December 19, 2024
What DOGE should do, the potential in far-UV, and how billionaires should spend their money ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
How Shopify builds a high-intensity culture | Farhan Thawar (VP and Head of Eng)
Thursday, December 19, 2024
Shopify's Farhan Thawar on how he leads 1000+ engineers, builds intensity, embraces pair programming, and creates innovative engineering cultures ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
🥰 Full Replay of the Ecommerce Summit 2025 Now Available!
Thursday, December 19, 2024
Free but for a limited time only! Goes back to the vault soon. Hey Friend , Good news and bad news. Good news is that a lot of people enjoyed the Summit. But a few wrote in saying they missed out on
TheToolNerd, Cabina.AI, Moneo AI, Preneur, Oyeeah, and more
Thursday, December 19, 2024
All-in-one AI Platform BetaList BetaList Weekly Cabina.AI All-in-one content creation platform. Preneur The visual productivity app for founders. Oyeeah All-in-one AI Platform Moneo AI Aesthetic
🗞 What's New: TikTok's top 2024 trends
Thursday, December 19, 2024
Also: Rethinking hustle culture ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
79 new Shopify apps for you 🌟
Thursday, December 19, 2024
New Shopify apps hand-picked for you 🙌 Week 49 Dec 2, 2024 - Dec 9, 2024 New Shopify apps hand-picked for you 🙌 What's New at Shopify? 🌱 Collective retailers display supplier's online inventory