Directionally Correct
Derek XiaoPerspectives on AI software and cloud infrastructure, usually more right than wrong.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 4 | Founded | a year ago | Last Issue | 4 months ago |
| Active | |||||
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derekgxiao.substack.comLatest Issues
There Are No AI Markets, Only Proto-Markets
Today’s AI markets are noisy. Code generation, customer support, and legal each have five-plus credible leaders; emerging categories have dozens more overlapping products with little apparent differentiation. By traditional software standar...
AI’s UI Problem Is Actually A New Era of Software
AI looks the same today: a prompt box, a blinking cursor, a call to “ask anything.”
This visual sameness invites accusations of commoditization, but critics are looking in the wrong place. While traditional software broadcasts differentiat...
Navigating The AI Game Board As A GPT Wrapper
Two years after ChatGPT's release, the AI game board has finally settled into place.
The foundation model landscape has now whittled down to a handful of well-funded giants – OpenAI, Anthropic, Google, Meta, and xAI – with clear paths to m...
The Future of Software Development Won’t Be Just One AI Coding Tool to Rule Them All
AI code generation has been the single hottest early-stage category of the past year. In Silicon Valley, it’s been nearly impossible to miss. One of ChatGPT's primary use cases is code generation, and Github Copilot stands as arguably the m...
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Authors
The writers behind this newsletter.
Investor at Menlo Ventures. Previously Bain and Forbes.
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