Posts by joesweeny
Capital: May the Best Marketer Win
FINTECH Capital: May the Best Marketer Win This week Party Round re-launched Capital Party Round became famous in tech circles for semi-satirical product drops like an NFT collection of ‘Helpful’ VCs and a ‘90s-style game about blowing VC dollars With Capital they’re expanding to become a full stack fintech platform for founders: checking accounts, credit…
Read MoreOwn the Pipes
Good afternoon! I have become fascinated by ‘pipes’ companies. There are a few companies out there that own the rails the world’s biggest businesses run on. Taiwan Semiconductor (TSMC), Amazon Web Services (AWS), Stripe — companies that build products so important, entire industries rely on them. Which also puts them on the shortlist of most valuable companies in the…
Read MoreAI Arrives Pt. 2
OPEN SOURCE Open Source and The Transformers There are two huge drivers propelling AI right now: 1) Access to free open-source AI models and 2) Huge technical breakthroughs in how AI models work. We’re breaking down both, starting with the center of the free and open AI world: Hugging Face. Hugging Face One Liner: The…
Read MoreGoogle: Search Reinvented
A product update from Google probably doesn’t warrant its own segment but I’m convinced Google Maps is the most underutilized product on the internet. More than a billion people use Google Maps every month. It is the single best tool to get from one place to another that has ever been created. But while it…
Read MoreAI Arrives
AI AND VENTURE AI has Arrived Earlier this week Sequoia released a new essay, Generative AI: A Creative New World. It lays out 4 areas where generative AI could unlock breakthrough products: Text, Code, Images, and Video. Sequoia seems to believe that generative AI will be the next great tech wave and that now —…
Read MoreIs YC the Greatest Investor Ever?
Good afternoon! With the news that Garry Tan is taking over as CEO of Y Combinator we’re diving into the history of Silicon Valley’s most successful startup accelerator and asking the question: Is Y Combinator the best performing investment management firm of all time? Plus, Stable Diffusion unleashes generative AI, Peloton revenue is down 28%, and Andreessen Horowitz…
Read More