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High-signal reports covering today’s emergent technologies
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VCs debate whether venture remains viable amid AI's transformation: talent and capital consolidate at major labs paying $10M+ salaries, open-source lags despite philosophical appeal, and the power law intensifies. 95% of funds may fail while trillion-dollar outcomes become possible for the first time in history.
AI agents will shift the economy from capturing attention to fulfilling intention, slashing transaction costs and moving work from in-house teams to competitive agent markets.
The race to automate human labor
Intelligence is massively parallel tree search guided by memory and logic. From evolution's glacial updates to humanity's network-speed learning, we trace how the speed of belief updates determines intelligence levels — and why AGI will emerge from millions of specialized agents, not a single superintelligence.
Delphi recently hosted a live text-based AMA on Telegram with Teknium, Co-Founder and Head of Post-Training at Nous Research. The conversation was moderated by Tommy Shaughnessy and featured questions from the Ex-Machina Telegram Group Chat.
While GenAI has taken venture investing and the public markets by storm since late 2022, it is now also quietly infiltrating private equity. The typical rollup playbook is now being infused with AI – revamping operations in traditional businesses by leveraging the rapidly evolving capabilities. This model has been pioneered in the US but now appears poised to catch on in China.
In the first part of my "Experience Era" series, I covered the jagged intelligence patterns of foundation models and how model training is entering the experience era. With intelligence now abundant thanks to the "general recipe," the bottleneck for unleashing AI's potential has shifted to applications. Part II analyzes this transformation and its profound implications.
Perhaps the most comprehensive overview of today's AI frontier interweaving Data Foundries, Reinforcement Learning, Context Engineering, RL Environments, and World Models into an easily digestible whole
Multimodal medical foundation models are the future of healthcare. We need a DeepSeek-like company to build them — so we founded Sophont to make it a reality.
