Publicación de Rafael Igual

Three Archetypes of AI Application Startups https://buff.ly/4cEDaHf by @tanayj 🤖AI copilots: where AI functionality helps perform operational tasks 🤖AI colleagues: where AI agents autonomously handle subset of tasks 🤖AI native services: where companies provide e2e service

Coatue’s 2024 EMW Conference https://buff.ly/4bHR4XR by @coatuemgmt overview of the macroeconomic landscape that helps guide our view on both the public and private markets. Of course… AI continues to present a new vector of investment opportunity! #rafAIgual #AI #state #markets

How BCG Is Revolutionizing Consulting With AI: A Case Study https://buff.ly/3XYyZBI by @forbes strategies for successful AI adoption: 🤖Start addressing frictions and building governance structures 🤖Engage the organization, avoid AI outsourcing and build internal capabilities

🧠 AI’s $100bn question: The scaling ceiling https://buff.ly/4f2tdVJ by @azeem 1) Each new generation of LLM demands exponentially more compute, and compute doesn’t come cheap 2) There is currently a $500 billion annual revenue gap between infrastructure investment and earnings

by Tomasz Tunguz (ES) Se abre un debate apasionante para los que construimos, escalamos e invertimos en SaaS Startups con el advenimiento de AI Agents y reinvención del Pricing Model. Annual Prepaid Contract vs Seat-based vs Usage-based… en busca de ansiadas métricas ‘Net Dollar Retention’ / ‘Gross Margins’. Con la irrupción de AI Agents, estos modelos y métricas relacionadas se deshacen como azucarillos. Q1: cómo valorar los resultados de un AI Call Agent que supera X3 la capacidad de una persona en Call Center / Contact Center? Results-as-a-Service Q2: cómo valorar el performance y cumplimiento de objetivos de un AI Sales Agent (SDR) que cierre mayor numero de Meetings / SQLs? Service-as-a-Software (Objective-Driven) Podemos seguir aplicando la técnica de diseño WHAT IF… para diversos escenarios (con menor o mayor complejidad). Pero es incuestionable afirmar que el SaaS Business Model se esta redibujando pese a quien pese. Si eres SaaS Startup Founder, Angel / VC Investor, Venture Builder, CXO, Innovator, Product Manager, etc… Me gustaría conocer tu opinión y estrategia (si lo quieres compartir) de cómo estas abordando este nuevo paradigma que a tod@s nos afecta. Comienzo el 🧵 con mis estimados Pedro Trillo Felipe Giannoni Humud Gracias por colaborar y compartir reflexiones! #rafAIgual #AI #Agent #SaaS #Startup #Pricing #Investing #Reinvention #business #design #model

"Who to follow in AI" in 2024? 🎓 https://buff.ly/4d00L4T by @AISupremacyNews valuable to the general AI enthusiast and those who want to keep up best with what’s going on in AI…and specifically new ways of understanding GenAI! #rafAIgual #AI #GenAI #resources #value #signal

Guided AI Agents: Turbocharging the SMB https://buff.ly/3LkO09m by @NFX SMB Owners 🕉 “It’s not a matter of replacing human workers…it’s simply a value-add that allows SMBs to do things they could never do otherwise.” Filling the gap w/ #AI #Agents #Strategy #rafAIgual

The State of AI Engineering (2024) https://buff.ly/4bCQVFd by @charlierguo my fav content & tracks AI Engineer World's Fair: 🤖RAG & LLM Frameworks 🤖AI in the Fortune 500 🤖Multimodality 🤖Agents 🤖Evals & LLM Ops 🤖GPUs & Inference 🤖AI Leadership #rafAIgual #AI #engineering

Your industry’s GenAI adoption play https://buff.ly/45GMDvd by @PwC levels of impact potential for industries from GenAI adoption scenarios, and investment decision-making use cases for value creation! #rafAIgual #enterprise #industry #GenAI #adoption #strategy #patterns