The State of the AI Industry
Marco MarinucciIndependent analysis of AI, capital, and power — for investors, operators, and executives tracking where value is accruing in the AI industry.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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marcovcsiliconvalley.substack.comLatest Issues
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If frontier models can recognize that they are being evaluated and start optimizing for the test itself, benchmark scores stop being clean measures of capability.
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Every week, it feels like we’re being asked to believe mutually incompatible stories about where AI is taking us.
In the space of just a few days you can hear:
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“Most white‑collar jobs will be gone in 2–3 years.”
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“S...
AGI or Overly Confident BS? Hallucinations are Here to Stay. What now? Find out
TL;DR
A new framing argues that LLM “hallucinations” aren’t exotic; they’re classification errors in disguise. That matters because our benchmarks often penalize uncertainty and reward confident guessing, pushing models to m...
Deepmind's Genie 3: Game Changer For Robotics Training?
Sponsored by
Most of us have seen text-to-image or short video demos. What DeepMind’s Genie 3 shows is something categorically different: you type a description, and an interactive, controllable video‑game‑like world springs into ex...
OpenAI’s Secret IMO‑Gold LLM: 9 Myths Debunked—And What It Means for White‑Collar Work (Sponsored by FundAvenue.co)
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TL;DR (≤ 60 sec)
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A still‑unnamed OpenAI reasoning model solved IMO problems 1‑5 (gold medal) but stalled on the creativity‑heavy P6.
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We bust nine common misconceptions → from “AI now equals top mathematicians” t...
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Co-Founder / General Partner Essentia Ventures, ex GP HELLA Ventures #Investor #VC #AI #Mobility #DeepTech #SiliconValley
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