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THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & LAUNCHES

TLDR AI

A DEEP DIVE ON AI INFERENCE STARTUPS

One popular area of VC investing is building the “picks and shovels” for AI (e.g. model fine-tuning, observability, and inference). VCs are betting that companies will not want to build things in-house as they add AI to their products. The TAM for AI inference is quite constrained. VCs need to believe in massive TAM expansion for their investments to pay off. While AI inference platforms are a boon for startups in the short term, they are detrimental to startups over longer periods.

CYCLISTS CAN'T DECIDE WHETHER TO FEAR OR LOVE SELF-DRIVING CARS

Cyclists in San Francisco have reported close encounters and safety concerns with Waymo's and Cruise's autonomous vehicles. Nearly 200 complaints have been made to the California DMV highlighting erratic driving and near-misses involving these self-driving cars. While the companies claim their vehicles have enhanced safety features, the incidents raise questions about their readiness for broader deployment amidst increased regulatory scrutiny.

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