🔥 Hot Takes Tuesday for 2024-07-16
🔥 Hot Takes Tuesday for 2024-07-16
Off the cuff analysis in a rapid fire format.
Let’s dig in…
Funds, Funding, and M&A
https://www.techmeme.com/240716/p24#a240716p24
💰 + 🍪 While $75M might not seem like a lot of capital, in the hands of open platform approach, it goes a very long way when the capital comes from an entity with A.I. hardware portfolio companies.
https://www.techmeme.com/240716/p12#a240716p12
🗄️ + 🤖 While others highlight the creative GenAI use cases of movie stars eating pasta, I continue to believe that RAG focused GenAI is a compelling area for Enterprise use cases.
https://www.techmeme.com/240716/p7#a240716p7
🏥 + 🤖 While Star Wars has the “Medical Droid”, I think it is more useful to imagine your doctor or the nurse having recall for all of your medical history for your entire life then being able to keep the human element intact.
https://www.techmeme.com/240715/p17#a240715p17
🔐 + 🤖 Money for cybersecurity companies is a thing and it also means that money M&A in the cybersecurity space is definitely a thing we’ll see more and more.
https://www.techmeme.com/240714/p5#a240714p5
💰 + 🔐 I have no idea if this is real yet but if it turns out it is real then I have to mine up my LinkedIn post about Wiz from just 3 months ago…
