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AGI, Seriously + Foundation Model Polyamory (With Kyle Harrison)
Manage episode 477718048 series 2998270
This week, Tom breaks down his scoops on how the big foundation model providers are doing.and much to the chagrin of our resident skeptic, they’re earning lots of real revenue! OpenAI is on track to crack over $12 billion in revenue this year, and Anthropic projects it will double its ARR to $4 billion by the end of the year. But have we hit the AGI moment? Eric relays his o3 experiments as evidence. Madeline gets into the perpetual VC optimism in spite of market turmoil and why AI has early stage investors mostly unphased.
In the second half of our show, Eric interviews Contrary’s Kyle Harrison about his viral foundation model market map and why AI has led many VCs to embrace startup polyamory.
168 episodes
Manage episode 477718048 series 2998270
This week, Tom breaks down his scoops on how the big foundation model providers are doing.and much to the chagrin of our resident skeptic, they’re earning lots of real revenue! OpenAI is on track to crack over $12 billion in revenue this year, and Anthropic projects it will double its ARR to $4 billion by the end of the year. But have we hit the AGI moment? Eric relays his o3 experiments as evidence. Madeline gets into the perpetual VC optimism in spite of market turmoil and why AI has early stage investors mostly unphased.
In the second half of our show, Eric interviews Contrary’s Kyle Harrison about his viral foundation model market map and why AI has led many VCs to embrace startup polyamory.
168 episodes
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