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What is Defensibility?
Back to basics for AI startups and others
Apr 7
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James Wang
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What is Defensibility?
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CUDA is Still a Giant Moat for NVIDIA
Despite everyone’s focus on hardware, the software of AI is what protects NVIDIA
Mar 23
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James Wang
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CUDA is Still a Giant Moat for NVIDIA
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Today’s AI critics don’t understand the history of technology
But is AI different than other technologies?
Mar 8
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James Wang
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Today’s AI critics don’t understand the history of technology
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Deep Tech Startups Are Not Software Startups
Or why AI and “Software/SaaS” are apples and oranges
Feb 9
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James Wang
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Deep Tech Startups Are Not Software Startups
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VC Office Hours
Talk to James Wang, author of Weighty Thoughts and General Partner of Creative Ventures
Feb 5
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James Wang
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VC Office Hours
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Who’s Winning the AI War?
All of us, except the AI startups and VCs—unless a real war breaks out
Jan 22
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James Wang
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Who’s Winning the AI War?
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What’s coming next for AI in 2024
A long overdue VC apocalypse and the birth of the first real AI companies
Jan 5
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James Wang
4
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What’s coming next for AI in 2024
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The Mystical Q
OpenAI Q*, Primer on Reinforcement Learning, and Implications
Dec 7, 2023
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James Wang
3
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The Mystical Q
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