Saturday, December 2, 2023

20VC: The right way to Survive and Thrive in a World of OpenAI, Are LLMs Being Commoditised, The place Does the Worth Lie; Infrastructure or Software Layer, How Apple Might Win in a World of AI, How Amazon Might Threaten OpenAI and Why Google Wrestle with Des Traynor, Co-Founder @ Intercom

Posted on fifteenth November 2023 by Harry

Des Traynor is a Co-Founding father of Intercom, and has constructed and led many groups inside the firm, together with Product, Advertising, and Buyer Assist. Right this moment Des leads all of Intercom’s R&D efforts, and components of Intercom’s advertising.

In Right this moment’s Episode with Des Traynor We Talk about:

1. From Consultancy to Founding a Unicorn:

  • What was the founding a-ha second for Des and the crew with Intercom?
  • Why does Des consider that almost all startup recommendation is BS and outdated in 5 years?
  • What does Des know now that he needs he had identified when he began?

2. LLMs: The World is Not Equal:

  • What does Des imply when he says the world of LLMs is just not equal?
  • How do the completely different LLMs differ in high quality, value and speciality?
  • Does Des agree with Alex @ Nabla, “the most effective firms sooner or later will work with many LLMs on the identical time and change between them for various issues”?
  • To what extent does Des consider LLMs can be commoditized and it will likely be a race to the underside?
  • Would Des be a purchaser of OpenAI at a $90BN value? Why not?

3. The right way to Survive in a World of OpenAI:

  • What two easy questions will decide if Open AI will kill your current enterprise?
  • What 3 standards will decide if there’s a new enterprise to be constructed on prime of OpenAI?
  • What’s the completely different between a skinny layer on prime of an LLM and a thick wrapper with actual worth?
  • Which conventional incumbents are most weak? What ought to they do on this new world?
  • How lengthy does it take for incumbents to essentially be impacted?

4. The Titans of Tech: Who Wins:

  • Why does Des consider that Apple may very well be a large winner within the subsequent wave of AI?
  • Why does Des consider that Google haven’t been spectacular and did not maintain tempo?
  • Why does Des assume OpenAI ought to be cautious of Amazon? What might they do to threaten them?
  • What alternative does Fb have right here? How might Instagram and WhatsApp win?

5. Startup and Investing 101:

  • Why does Des consider that each founder ought to write a weblog submit per week?
  • Why does Des consider that almost all B2B advertising sucks? What makes nice B2B advertising?
  • What are Des’ largest classes from the Hopin journey?
  • How has Des’ angel investing modified within the final 12 months with the rise of AI?

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