Topic
business
- appeared to experience a stroke: - The Hater's Guide To The AI Bubble resource
July 31, 2025 - **To put it bluntly: Cursor's growth story was a lie.... - The Hater's Guide To The AI Bubble resource
July 31, 2025 - To give you some context, Netflix makes about $39 billion... - The Hater's Guide To The AI Bubble resource
July 31, 2025 - None of this is to say that one hundred million... - The Hater's Guide To The AI Bubble resource
July 31, 2025 - **incumbents like Google are structurally positioned to win** given their... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - Bret Taylor (Sierra co-founder, ex-CEO of Salesforce) [seems to think](https://inferencebysequoia.substack.com/p/insights-from-ai-ascent-2025)... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - This results in ~$320B in net new revenues from replacing... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - **Given this dynamic, I expect frontier labs to be increasingly... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - investors are clearly pricing in AI labs’ ability to monetize... - Frontier AI Labs: the Call Option to AGI resource
July 28, 2025 - Frontier AI Labs: the Call Option to AGI noteworthy
July 28, 2025