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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
•
James Wang
10
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CUDA is Still a Giant Moat for NVIDIA
weightythoughts.com
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5
Today’s AI critics don’t understand the history of technology
But is AI different than other technologies?
Mar 8
•
James Wang
3
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Today’s AI critics don’t understand the history of technology
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1
February 2024
Deep Tech Startups Are Not Software Startups
Or why AI and “Software/SaaS” are apples and oranges
Feb 9
•
James Wang
3
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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
•
James Wang
2
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VC Office Hours
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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
•
James Wang
6
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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
•
James Wang
4
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What’s coming next for AI in 2024
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December 2023
The Mystical Q
OpenAI Q*, Primer on Reinforcement Learning, and Implications
Dec 7, 2023
•
James Wang
3
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The Mystical Q
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November 2023
The AI Executive Order
AKA: “We’ll do something about it later”
Nov 17, 2023
•
James Wang
5
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The AI Executive Order
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October 2023
The Fall of Data Moats
AI actually makes most data moats weaker
Oct 28, 2023
•
James Wang
3
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The Fall of Data Moats
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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
•
James Wang
2
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Let’s Talk About AI Compute
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September 2023
Most AI startups are doomed
Just because it matters doesn’t mean it’s defensible or profitable
Sep 27, 2023
•
James Wang
30
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Most AI startups are doomed
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Fear and Loathing in 7nm
How much does Huawei and SMIC's new chip matter? And what should the US do?
Sep 18, 2023
•
James Wang
2
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Fear and Loathing in 7nm
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