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From a year ago. I still think this is underemphasized by coding agent companies....
Peter Zakin
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Partner @upfrontvc investing in AI + dev tools. Sold Hyper Travel to @tradeshift. ex @venmo, @usemacro, YC S2010.
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A rough distillation of my investment appetite: what infra is needed to help agents make better decisions.
Sensors and sims.
Sensors and sims.
Very cool simulation use case. Nubank iterated/ released agents faster/better by testing on simulated vs. real customers. All companies will need to do this. Most won't be able to hire the talent. Expect "Simulation as a Service" demand to 馃殌View quoted post on X
Amazing to see how far @minafahmi and @hokira have come in the last 3 years.
Will always be proud that this was the first investment I worked on when I joined Upfront. cc @kobiefuller
Will always be proud that this was the first investment I worked on when I joined Upfront. cc @kobiefuller
3 years ago
GPT-4 arrived.
Voice was for smart speakers.
Wearables were for sleep.
And we wanted a different relationship with technology.
Today we're a small team in NYC with customers we're excited to serve.
Next week we begin shipping
Stream,
an extension of your thinkingView quoted post on X
Most of the great internet networks solved coordination problems.
Machine intelligence obviates the need to solve those problems. Turns out that in many cases, you can use AI to deliver value without coordinating human contributions.
Uber -> Waymo
Facebook -> algorithmic feeds
Stack overflow -> ChatGPT
Machine intelligence obviates the need to solve those problems. Turns out that in many cases, you can use AI to deliver value without coordinating human contributions.
Uber -> Waymo
Facebook -> algorithmic feeds
Stack overflow -> ChatGPT
Where are all the networks?View quoted post on X
Most of the great original Internet business were based on network effects (Google, Facebook, Uber, etc.)
Most of the modern AI winners are based on scale economies and cornered resources (compute, talent)
Have a few inception-stage companies I'm working with... who are the best infra angels (< $150k checks) that should be on my radar?