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The new era of AI business models
"This time is different"... but for real
Apr 10
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Ryan Shannon
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The new era of AI business models
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March 2024
What happens to the tech startups that never go public?
... and what lessons can we apply to the AI market today?
Mar 26
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Ryan Shannon
5
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What happens to the tech startups that never go public?
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Why are tech companies more sensitive to interest rates?
It all comes down to the magic of discounting cash flows
Mar 12
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Ryan Shannon
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Why are tech companies more sensitive to interest rates?
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February 2024
How are open-source foundation models ever going to make money?
Or, are we entering into a new era of not-for-profit VC?
Feb 6
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Ryan Shannon
4
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How are open-source foundation models ever going to make money?
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January 2024
10 charts that help to frame the state of startupland in 2024
Including commentary on each that nobody asked for
Jan 16
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Ryan Shannon
6
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10 charts that help to frame the state of startupland in 2024
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December 2023
How This Year's Research Influences Next Years Startup Trends
Which recent developments in AI research are most likely to influence startups in 2024?
Dec 21, 2023
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Ryan Shannon
1
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How This Year's Research Influences Next Years Startup Trends
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November 2023
Why do startups have Boards of Directors?
Do they just exist to make VC's feel good, or is there an actual purpose?
Nov 30, 2023
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Ryan Shannon
1
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Why do startups have Boards of Directors?
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How do you compete with the everything company?
Or, is OpenAI going to successfully become everything to everyone in AI?
Nov 9, 2023
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Ryan Shannon
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How do you compete with the everything company?
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October 2023
What do funding rounds look like for AI startups?
What does a Series A really mean these days?
Oct 18, 2023
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Ryan Shannon
2
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What do funding rounds look like for AI startups?
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September 2023
Lessons learned from a hot month for IPO's
Three differing tails of premium multiples, shareholder returns, and capital efficiency
Sep 21, 2023
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Ryan Shannon
2
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Lessons learned from a hot month for IPO's
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August 2023
Is 2023 the very best or the very worst time to be investing in AI?
7 Charts that help explain a bubble in a bear market
Aug 29, 2023
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Ryan Shannon
6
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Is 2023 the very best or the very worst time to be investing in AI?
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July 2023
How are companies ACTUALLY using AI today?
An attempt to separate reality from buzzwords
Jul 27, 2023
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Ryan Shannon
1
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How are companies ACTUALLY using AI today?
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