Archive - Weighty Thoughts

What is Defensibility?

Back to basics for AI startups and others

Apr 7 •

March 2024

CUDA is Still a Giant Moat for NVIDIA

Despite everyone’s focus on hardware, the software of AI is what protects NVIDIA

Mar 23 •

Today’s AI critics don’t understand the history of technology

But is AI different than other technologies?

Mar 8 •

February 2024

Deep Tech Startups Are Not Software Startups

Or why AI and “Software/SaaS” are apples and oranges

Feb 9 •

VC Office Hours

Talk to James Wang, author of Weighty Thoughts and General Partner of Creative Ventures

Feb 5 •

January 2024

Who’s Winning the AI War?

All of us, except the AI startups and VCs—unless a real war breaks out

Jan 22 •

What’s coming next for AI in 2024

A long overdue VC apocalypse and the birth of the first real AI companies

Jan 5 •

December 2023

OpenAI Q*, Primer on Reinforcement Learning, and Implications

Dec 7, 2023 •

November 2023

The AI Executive Order

AKA: “We’ll do something about it later”

Nov 17, 2023 •

October 2023

The Fall of Data Moats

AI actually makes most data moats weaker

Oct 28, 2023 •

Let’s Talk About AI Compute

What really matters and why AI computing is exactly the same as all other large-scale computing

Oct 9, 2023 •

September 2023

Most AI startups are doomed

Just because it matters doesn’t mean it’s defensible or profitable

Sep 27, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts