Archive - Marvin Baumann's VC Blog

The Feedback Loop in Venture Capital that keeps a16z, Sequoia, and YC on top

How a VC's position in the syndicate network influence its performance, which in turn improves its network position.

Nov 13, 2024 •

August 2024

NVIDIA is speedrunning accelerated computing adoption across industries to entrench itself in all economic verticals

CUDA moat will be overcome but it won't matter; Jensen uses AI-hype cycle to rapidly diffuse accelerated computing and thus build a deeper moat than…

Aug 27, 2024 •

July 2024

LLM reasoning, AI performance scaling, and whether inference hardware will become commodified, crushing NVIDIA's margins

Current skills of LLMs are a mirage of human projection; solving AI reasoning requires AI architecture innovation; training and inference will converge…

Jul 25, 2024 •

#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