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Dan Romero
@dwr.eth
The number of apps is going to increase 100-1000x over the next few years. 1. Seems like an index of big cloud platforms and NVIDIA is a good way to bet on this 2. In the same way creators have moved from text and image to video and D2C, would imagine a lot more creator-built software in form of games, interactive stories, etc.
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J Finn 🎩
@jdotfinn
pretty much what Goldman said in their big report in June. bet on the Infra players, GenAI consumer side apps will take longer than people are expecting to cook https://www.goldmansachs.com/insights/top-of-mind/gen-ai-too-much-spend-too-little-benefit
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