vc-culture

LLM Economics, LLC

Bram Adams

Jan 27, 2023

Hypothesis: The unit economics of the machine learning space LLM 2020's startups are not similar to the social networking space in the mid-2000s. This will create a five year vacuum in VC's expecting returns

Why?

Metcalfe's law is at play for people-run networks, but interfacing with LLM is a single player game
Computers are bought for their GPU number crunching ability, not their ability to serve data to millions of users instantly
Most of the cost is upfront during training period
Correctly built AI companies will slowly/quickly drive out middle management related work, decreasing the need to hire employees to scale/build/market a project

Issue 60: Just Wait a Week

When the world goes faster, we must go slower in response

Issue 59: Are Inboxes Evil?

What are the rules of the Inbox?

Issue 58: The Words in Your Journals in the Ears of Others

The sounds of the words you speak may lie on your own lips, but if you do not relinquish them entirely to a listener they never become words, and you say nothing at all. The words die with the sound.

Building a Second Brain Workshop: Mitigating the Cost of Second Brains

Let's talk about the real costs of knowledge management!

Read more

Issue 60: Just Wait a Week

Issue 59: Are Inboxes Evil?

Issue 58: The Words in Your Journals in the Ears of Others

Building a Second Brain Workshop: Mitigating the Cost of Second Brains