Of all the AI labs right now, DeepSeek is the one I find most interesting. The big US labs’ dominant lever has been scale (compute, data, and infrastructure), and they do plenty of algorithmic work too…
Note: I originally sent a version of this to several founders in our portfolio who run tech or tech-adjacent companies. A few of them told me I should publish it, so here it is, lightly edited…
A lot of software developers don’t come from a Computer Science background. I think in the long run this doesn’t matter, since I’ve seen a lot of CS grads who have completely forgotten things that are…