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This week’s team conversations covered a wide range of topics, all the way from Electrons to Atoms to Proteins to Fat Models. Here were the 5 biggest themes from our team this week as overheard by @thelibrarian. 🧵
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1/ Fat Models: Similar to our Fat Protocols thesis, we discussed where the value capture is in AI and how much could be captured at the application layer vs. all accruing to the model. The exception that stood out to the team was companies with novel, proprietary data that could not be accessed by the LLMs.
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2/ Alternative Proteins: Our discussion on alternative proteins revealed that the first wave might be stalling, but there's still a massive opportunity. The big debate, however, was whether there will ultimately be room for big breakout companies or whether this will eventually become a market dominated by incumbents.
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3/ Building for Microgrids: The importance of microgrids and storage solutions in energy transmission and distribution stood out as a big theme. It's clear that selling to utilities is challenging, but as energy becomes more decentralized, there are many interesting opportunities to deploy technologies at the edge.
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4/ Atomization of App Architecture: The trend of breaking down application components for composability is gaining traction. While still far from mainstream adoption, this provides consumers with the opportunity to dictate their online experiences rather than having them dictated to them. Ok, this get's overheard in our office a lot...
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5/ Learning Support Systems: The technology has existed for over a decade for anyone to learn anything and LLMs have made it even easier. Nevertheless, schools still play many vital roles, especially for those who need structured support. As we move forward, we wonder what the new systems of support will look like? https://x.com/omooretweets/status/1827817380841717935
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