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Are there any case studies of companies/cloud vendors using non-Nvidia GPUs for inference at scale? Assuming startups like Etched (with its recent massive funding) could shrink Cap…

Analysis of the "tidal waves" sweeping over the VC landscape. The post examines how some of the macro trends + rapid advancements in AI are reshaping the venture & startup ecosyste…

Excited to share my thoughts on "model collapse". As the internet becomes increasingly filled with machine-generated data, I explore whether we are at “Peak Data”, how that might a…

Apologies -- this would be already in H1B OR TN status (at their existing company) and looking to start a company

What restrictions/things to know or consider are there for Canadian founders who are on a mix of TN/H1-B visas?

I recently analyzed some fascinating financing trends as the US and China took very different paths in advancing their AI ecosystems (Part 1 of my Substack post [here]( https://eas…

Yup, very good point. With the publicity generated by OpenAI there's a heavy focus now to fund domestic competitors (see article published on the Information today, pay-walled -- h…

Hi all! I'm an early stage investor at FirstMark Capital. In analyzing over 3,000 financings during my time working on the 2023 MAD Landscape ( https://mad.firstmark.com/ ), I noti…

Hi all! First post & nearly decade long lurker here! I recently built a data science system to help VCs (like me!) identify interesting open-source startups using the GitHub API. I…