🥶 Noteworthy Bits

AI, And Everything Else by Benedict Evans

Every year we eagerly await the release of Benedict Evans’ annual exploration of the most important macro and strategic trends in technology. No surprise, this year covers generative AI as the next major platform shift of technology. While there are many buzzy, hot tech trends that Silicon Valley promoters will sling, true platform shifts are far more rare, but far more impactful as catalysts for creative destruction. They change behavior, create new use cases, and redefine how humans interact with computers. Consider the shifts from mainframes —> PCs —> Internet —> Smartphones. Is generative AI next?

Think Big and Move Fast — Invest like the Best Podcast with Brad Jacobs

This is a fantastic podcast with serial entrepreneur, acquirer, and business builder, Brad Jacobs. Brad built XPO, United Rentals, and United Waste Systems. Learn about Brad’s approach to M&A and how he leverages technology to build competitive advantages within traditional, non-tech industries. Needless to say we are big fans of his thesis.

My Conversation with Sam Altman from the podcast Unconfuse Me with Bill Gates

Even Bill Gates was surprised by the progress of ChatGPT. In this conversation with OpenAI CEO, Sam Altman, Gates and Altman discuss the progress of AI, particularly GPT models like ChatGPT. They explore topics such as understanding the inner workings of neural networks, future milestones, and the challenges and opportunities AI presents. The conversation also delves into the societal implications of AI, from regulations and governance to its impact on various industries.