77% of enterprise AI usage are using models that are small models, less than 13b parameters. Databricks, in their annual State of Data + AI report, published this survey which among other interesting findings indicated that large models, those with 100 billion perimeters or more now represent about 15% of implementations. In August, we asked enterprise buyers What Has Your GPU Done for You Today? They expressed concern with the ROI of using some of the larger models, particularly in production applications.

Tomasz Tunguz

19.11.2024

75 Cents per Month by @ttunguz

What it cost to have an assistant with you like in the movie Her? The cost of using AI has dropped precipitously, an order of magnitude every year. If the average American picks up their phone 144 times per day & engages with an assistant, each time for four interactions every day of a month, an assistant like Her would cost about 78 cents in inference cost.1 I’m not taking into account any of the additional costs associated with delivering such a product.

Tomasz Tunguz

21.11.2024

My Little Library by @ttunguz

I didn’t notice it at first but there in the back corner of my laptop, I’ve been assembling a little library. The library doesn’t contain books, but scraps of text that explain what an AI should do. Visit Anthropic’s home page & you’ll find their collection : Each of us will assemble these little libraries with tracts like : write a blog post in my voice about this topic collect action items to send to the team from team notes & format them in this particular way analyze the P&L for the finance team paying particular attention to gross margin write a performance review using the company’s stated evaluation rubric for my teammates summarize a competitor’s webpage every month to detect changes in positioning As we work in a role, we have assemble these workflows and kept them to ourselves.

Tomasz Tunguz

23.11.2024

Theory Two by @ttunguz

Today, we’re announcing our second fund of $450m to support our mission of partnering with early stage software companies that leverage technology discontinuities into go-to-market advantages. This marks the next chapter in our firm’s evolution. Since we launched Theory in 2023, we’ve gathered a wonderful team : Lauren, Spencer, Andy, Rafa, Amber, Arjun, & Kristin. We have partnered with 8 marvelous founding teams, all using data to power the next wave of innovation across the Modern Data Stack, Artificial Intelligence, & Web3.

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Tomasz Tunguz

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Small but Mighty AI by @ttunguz

75 Cents per Month by @ttunguz

My Little Library by @ttunguz

Theory Two by @ttunguz

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Tomasz Tunguz