Request for Startups – AI Rollup Edition
Over the last year, I’ve met hundreds of founders pursuing the AI-enabled rollup thesis.
Read more →Value Creation for AI Rollups
One of the most common topics I’m asked about is how AI-enabled rollups create value post-acquisition.
Read more →The Dawn of AI Rollups
The vast majority of the US economy is services-based, with sectors like business/professional services, real estate, and healthcare dominating spend and employment.
Read more →Why 2024 Will Be the Year of Inference
In 2023, we saw LLMs near expert-level performance on the MMLU (massive multitask language understanding) benchmark — a test designed to evaluate models on subjects including STEM and social sciences...
Read more →The Data Hub and Spoke: Data Infrastructure “3.0” for the Age of Generative AI
Over the past decade, the term “modern data stack” has come into prominence with the rise of cloud-native software and an increasingly smart, connected world.
Read more →The Promise and Perils of Large Language Models
Large language models (LLMs) are arguably the most important machine learning (ML) innovation of the past decade.
Read more →The Atoms and Bits Renaissance
Silicon Valley’s roots are at the intersection of atoms and bits – an area that’s taken a backseat in recent years amidst the rapid ascension of the software industry.
Read more →The Latest Insights from the TSV Open Source Index
The latest data from the Two Sigma Ventures Open Source Index is now live here.
Read more →The Great Unbundling: JAMstack and the Future of the Web
Originally published on The New Stack. Co-authored with Andy Kangpan.
Read more →Launching the Two Sigma Ventures Open Source Index
Originally published on the Two Sigma Ventures blog.
Read more →The Rise of ML Ops: Why Model Performance Monitoring Could Be the Next Billion Dollar Industry
Originally published on the Two Sigma Ventures blog. Co-authored with Frances Schwiep.
Read more →Apache Combinator
Paradoxically, a non-profit organization started for the public benefit has become the world’s leader in creating infrastructure software companies and is responsible for generating billions of dollar...
Read more →Lessons from “Automating Inequality”
I recently read Virginia Eubanks’ wonderful book, “Automating Inequality,” and came away compelled to share some of my key takeaways on principles to design more inclusive and just technology.
Read more →State of AI in 2020
I was recently asked to give a keynote on “Licensing in the Age of AI” for the Licensing Executives Society (LES).
Read more →COVID19 + The “Consumerization” of SaaS
As the COVID19 pandemic spreads around the world, millions of workers are adjusting to the new reality of working remotely.
Read more →The Democratization of Creation
The secular trend I am most excited about is something I refer to as “the democratization of creation.” What I mean by this is simply the following: building something and distributing it to the world...
Read more →My 2018 Predictions: How did I do?
At the beginning of 2018, I wrote a post outlining a few of my predictions for the venture world in 2018. Here’s a quick review of what they were and how things turned out.
Read more →Reflections from IoT DevCon 2018
I had the privilege of giving a keynote this week at the annual Internet-of-Things Developers Conference in Santa Clara. Below are the slides from my presentation.
Read more →When Consumer Packaged Goods Start Acting Like Software
Originally published in Venture Beat, co-authored with Dr. Jeffrey Rayport.
Read more →A Call to Action for South Asian American Millennials
Originally published in The Aerogram, co-authored with Neil Davey.
Read more →Predictions for the Venture World in 2018: Bursting Bubbles
The New Year is upon us and it is already shaping up to be an exciting one in the entrepreneurial ecosystem. I have several predictions for the year ahead that I want to share.
Read more →Artificially Intelligent Criminal Justice Reform
Originally published in the Harvard Political Review.
Read more →The Direct-to-Consumer Revolution
Co-authored with Andreas Vandris.
Read more →Silicon Valley’s EdTech Problem
Technology has been hailed repeatedly as the savior of the American education system.
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