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The future of foundation models is closed-source
if the centralizing forces of data and compute hold, open and closed-source AI cannot both dominate long-term
May 21
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John Luttig
96
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The future of foundation models is closed-source
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November 2023
Nvidia Envy: understanding the GPU gold rush
In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure?
Nov 10, 2023
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John Luttig
59
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Nvidia Envy: understanding the GPU gold rush
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June 2023
Hallucinations in AI
In the tech-pocalypse desert of 2023, only the AI oasis can save us.
Jun 30, 2023
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John Luttig
90
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Hallucinations in AI
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6
January 2023
Is AI the new crypto?
The nuclear winter techpocalypse arrived, sparing only artificial intelligence. Peak AI indicators are everywhere. Can it maintain the faith that crypto…
Jan 20, 2023
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John Luttig
83
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Is AI the new crypto?
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3
May 2022
Reversion to the mean: the real long COVID
The pandemic may be over, but so is tech exuberance.
May 15, 2022
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John Luttig
73
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Reversion to the mean: the real long COVID
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April 2022
Rippling and the return of ambition
Most software companies today are fundamentally unambitious, but Rippling is hiding in plain sight.
Apr 5, 2022
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John Luttig
87
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Rippling and the return of ambition
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January 2022
Don’t forget Microsoft
Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
Jan 30, 2022
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John Luttig
100
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Don’t forget Microsoft
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17
September 2021
The index mindset
Index funds have come to dominate public markets. But the shift towards indexing is spreading across tech and culture too – I call it the index mindset.
Sep 15, 2021
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John Luttig
84
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The index mindset
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8
March 2021
Finance as culture
financialization is no longer purely institutional. it has seeped into our culture.
Mar 1, 2021
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John Luttig
88
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Finance as culture
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February 2021
how timeless is timeless advice?
some advice is timeful: relevant for a specific era, but anachronistic thereafter
Feb 14, 2021
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John Luttig
84
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how timeless is timeless advice?
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July 2020
SPAC Attack: everything a founder or investor should know
Choosing the wrong path can cost your company millions in cash and equity.
Jul 17, 2020
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John Luttig
39
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SPAC Attack: everything a founder or investor should know
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April 2020
When Tailwinds Vanish
The Internet in the 2020s
Apr 23, 2020
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John Luttig
478
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When Tailwinds Vanish
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