Two Cents
Jin Ho Hur요즘 테크, 스타트업 분야에서 읽고 생각하는 것들.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 74 | Subscribers | Read | twocents.xyz |
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[Two Cents #69] “2세대 모델”과 그 너머 — 초기 투자자로서 Consumer AI 투자 기회에 대한 몇 가지 생각 더
초기 투자자로서 Consumer AI 시장에서의 큰 기회에 대한 기본 thesis는 소위 “2세대 모델”이다. 즉, “(구글, 네이버와 같이) 업계의 근본적 지각 변동을 가져 오는 ‘큰 성공’은, 기술, 인프라 뿐 아니라 이전에 없었던 무언가, 특히 ‘비즈 모델’등이 새롭게 가능해졌을 때 비로소 가능해진다”는 생각이다.
[Two Cents #68] B2B AI 시장에 대한 생각 — 미국 시장의 렌즈를 통해서 본
약 한 달정도 실리콘밸리에 머물면서 AI 관련 이야기를 많이 듣고 많이 나누면서, ‘지금 당장’ AI 관련 비즈니스 현장에서 일어나고 있는 것에 대한 현장감을 특히 B2B AI 시장 중심으로 많이 느낄 수 있었다.
'AI 사랑방' — 그 두 번째 모임
‘AI 사랑방’ 그 두 번째 모임을 가지려고 합니다.
[Two Cents #67] Generative AI에 대한 오만가지 생각들
나의 투자 thesis에 많은 insight를 주는 Elad Gil이 Things I Don't Know About AI 에서 Gen AI 분야의 흐름이 어떻게 흘러 갈지, 그 과정에서 주요한 이슈들이 어떻게 펼쳐질 지에 대한 질문들을 던지고 있다. Gen AI와 같이 긴 호흡으로 엄청나게 큰 변화를 가져 올 기술의 흐름 한 가운데에서는 지속적으로 이러한 질문을 던지면서 답을 찾아 나가야 할 것으로 본다.
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