Monetization @Meta | Formerly: Partnerships @Square, Accounting @DeloitteUS • opinions are my own •
Oakland, CA
Joined August 2019
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Coopetition is nothing new in tech partnerships. Startups build on larger platforms, prove demand, and eventually the platform decides to compete by building it themselves.
AI accelerates that cycle. If your biggest partner can replicate your product in weeks, what’s your moat?
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It really is coming down to compute access. The classic build, buy or partner decision.
Few can afford to build, strategic acquisitions unlock value through partnership (case in point) & the rest buy.
Compute strategy is shaping how companies scale and who wins in this market.
Cursor was about to raise a few billion dollars. Then it sold to SpaceX for $60B.
a16z's Martin Casado, who was on the deal, explains why.
1. Anthropic released Mythos, which he guesses cost ~$3B to build
2. To keep training its own models, Cursor needed far more compute
3. Very few companies on earth have that much
4. SpaceX had the compute. Cursor had the most users, the most coding data and a team that could train models
5. The live raise set the price
The largest AI acquisition ever came down to one thing: who owns the compute.
Full breakdown here:
theaiopportunities.com/p/ins…
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Right now, it’s a race for compute capacity. Eventually, the focus shifts toward optimizing cost and efficiency.
I think that’s when orbital data centers will get really interesting. 🛰️ Imagine tapping into near-continuous solar power, courtesy of Mother Nature.🤔
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Working on Meta’s Business AI agent launch (not to be confused with our beloved Muse 👀) got me thinking about the economics of bringing AI products to market, especially compute costs.
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While Silicon Valley is racing to build the next generation of AI, millions of small business owners are still trying to understand what AI can actually do for them.
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That said - there are countless Twitter accounts dedicated to building investing communities, whether focused on market trading or crypto. Huge opportunity here.
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Hedge funds had heavily shorted GameStop, betting that its stock price would fall. However, retail investors banded together to buy shares and options, driving up the price and forcing short sellers to cover their positions at a loss. #ShortSqueeze
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Mental toughness is the ability to remain focused and resilient in the face of challenges. It's not about being the best, but about giving your best, every day. #MentalToughness #Resilience
Sometimes we get so caught up in the details that we "can't see the forest through the trees." Remember to step back and see the bigger picture. 🌲🌳 #Perspective #BigPicture
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