Remove 2019 Remove Business Model Remove Distribution Remove Open Source
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Generative AI and the exponential growth of content

VC Cafe

Congrats to Robin Rombach, Patrick Esser, Compvis, @runwayml @StabilityAI , everyone who participated and the whole open-source community. Going back to where we started, as these Generative AI tools become more widely distributed, the effort required to create content will go down, and the quantity of content will significantly go up.

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Economic Moats: Who Has Them? And How Do You Get One?

ConversionXL

An effective moat doesn’t require Amazon’s distribution network or Microsoft’s monopolistic software strategy. A moat-building project can be far simpler while still working toward the same goal: a sustainable, decisive business advantage. A business model that requires a strong network effect is a long play.

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The Apple Watch – Tipping Point Time for Healthcare

Steve Blank

Google has been investing in a broad healthcare portfolio, Amazon has been investing in pharmacy distribution and Apple…? Stanford University has been running a clinical trial on irregular heart rhythms for Apple since 2017 with a completion date in 2019. This by itself is a key differentiator for the Watch as a healthcare device.

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Does Your VC have an Investment Thesis, or a Hypothesis?

David Teten

(co-written with Stephane Nasser , co-founder of OpenVC , an open-source initiative to collect and analyze all VC theses.). OpenVC is a new, open-source initiative to collect and analyze all publicly available VC theses, to help founders more efficiently find the right investors, and vice-versa.

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Swipe debit card, get stock; In defense of the IPO; New models for SMB lending, and more

Ben's Blog

Moov can provide the connective tissue (say, to port data into a new, flexible ledger) or the APIs for more reliable ACH payments, based on their open source libraries. But the resulting shift is correcting long-standing issues in small business lending around distribution and risk selection.

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