Things I don't know about AI markets - a list of questions about our ever changing world :) MSFT seems to have increased Azure revenue by $5B or so a year via AI.

This makes its $10B investment in OpenAI seem small.

Most of the funding of LLMs by $ actually comes from big tech.

How long does this continue?

"Startup Decoupling & Reckoning"

blog.eladgil.com/p/startup-deco…

Coming crash in tech still has not fully hit

Post discusses
-Timing to tech ecosystem cash out
-Shutting down
-M&A
-How precious your time is At this point, macro economy & private tech crash are decoupled

Even if macro gets better, a big reset coming in slow motion to tech

In other words, interest rates, inflation etc won't change anything on coming crash

1/N "Defensibility & Competition"

Is the "wrapper on GPT" co defensible?
Is any early SaaS company?

This posts argues most startups start without moats & build defensibility over time

blog.eladgil.com/p/defensibilit… 2/N

Most SaaS companies v1 is built in <1 year with 3-5 people

This is definitionally not defensible and easily copy-able

So what sorts of moats do people build over time?

Network effects and platform effects are two sorts of moats