notes & upside
Nandu Anilaloccasional posts on tech & startups
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 6 years ago | Last Issue | a year ago |
| Active | |||||
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AI for Creation and Maintenance workflows
After playing around with Bolt and v0 the past couple of months, I’ve been blown away at how incredibly easy it is to “build” something today. For $20/month, someone who would never get hired as a software engineer can build basic custom ap...
2024 (end of year)
I’m getting back into the habit of writing an end-of-year post. This one is brief, covering a few reflections and observations on AI investing.
Ideogram
Updates and reflections
I. I’m moving back to the Bay Area.
Although it was on...
Infrastructure after AI Scaling
Despite the countless new AI infrastructure startups, Nvidia and OpenAI have swallowed up the lion’s share of value across the AI infrastructure stack:
- Nvidia’s data center revenue grew 427% YoY, with over 60% EBITDA margins. The dema...
Meta's Open Source AI Ambitions
OpenAI
Last week, Meta released their latest set of Large Language Models – Llama 3. We continue to see that the combination of larger training datasets, more compute, and new AI research yield better models. The early data below suggests...
Developer Tools in 2024
first of a few posts this year centering on infra & AI
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Developer tools have produced huge outcomes in the past decade – Github, Hashicorp, Datadog, etc. The developer-fo...
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