"No one is harder on a talented person than the person themselves" - Linda Wilkinson ; "Trust your guts and don't follow the herd" ; "Validate direction not destination" ;

January 23, 2023

2023 Ideas

Key observations from post

  • AI Adoption: More *Fun* Than You Think - AI are about enabling transformation between modalities, whether speech-to-text, text-to-images, or images-to-videos.
  • Next Gen tools - hybrid world - beyond Twitter or TikTok, or in a Discord group
  • New Channels of Supply Chain - Products sourced directly from manufacturers, Products sourced directly from multiple manufacturers in shared fashion, Products routed from retailers with overstock/return
  • Modern Bio Software Stack - Tool makers will focus on making the best tools, 300 biotechs trade at market capitalizations below the cash on their balance sheet
  • GPT to overtake / replace human basic discussions - ChatGPT to take input and deliver a near-human-quality credit counseling experience changes all of this, “text to SQL queries” or, eventually, “text to excel modeling”
  • Banking - business banking into the digital age - KYC/AML, data APIs, bank accounts as a service, issuer/processors, Fintechs Are Becoming Banks
Big 2023 Ideas
  • More LLM in 2023
  • Reduced Training Costs
  • GAN creating new opportunities
  • EV low-cost battery to fuel more adoption



Keep Thinking!!!

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