Marvin Baumann's VC Blog
Subscribe
Sign in
Home
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
•
Marvin Baumann
Share this post
Marvin Baumann's VC Blog
The Feedback Loop in Venture Capital that keeps a16z, Sequoia, and YC on top
Copy link
Facebook
Email
Notes
More
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
•
Marvin Baumann
Share this post
Marvin Baumann's VC Blog
NVIDIA is speedrunning accelerated computing adoption across industries to entrench itself in all economic verticals
Copy link
Facebook
Email
Notes
More
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
•
Marvin Baumann
1
Share this post
Marvin Baumann's VC Blog
LLM reasoning, AI performance scaling, and whether inference hardware will become commodified, crushing NVIDIA's margins
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
