Sarah Tavel's Newsletter
Sarah TavelHi! I'm Sarah Tavel. I've been writing since 2006. This newsIetter is something new I'm trying and I hope will become my new permanent home. Will share thoughts on tech trends, company building, and startups generally.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Subscribers | Read | sarahtavel.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Thinking through the future for LLM companies... and what this means for B2B AI startups
In my last post I talked through the big stack game of poker that is happening with the LLM players. So how does the game play out? There is a sentiment you hear in the valley that these players are doomed to razor thin margins, and we all ...
The big stack game of LLM poker
I’m sure you read David Cahn’s provocative piece "AI's $600B Question", in which he argues that, given NVDIA’s projected Q4 2024 revenue run rate of $150B, the amount of AI revenue required to payback the enormous investment being made to t...
Rolling Thunder of AI Opportunities
One of the fascinating things about what's happening in AI is that, rather than be a few distinct moments of technological disruption that unlocks new opportunities for startups (e.g., when Apple launched the AppStore, or integrated a GPS c...
How AI startups offer a 100x + cheaper disruptive value prop that unlock new markets (think: HeyGen, ElevenLabs, DeepL)
A common trope repeated in the media and behind closed doors is that incumbents, not startups, are best positioned to take advantage of AI. In this line of thinking, AI is a sustaining technology that reinforces the positions of existing pl...
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Authors
The writers behind this newsletter.
Blogging since 2006. New on Substack. GP @benchmark. formerly: product @pinterest. vc @greylockvc, @bessemervp.
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