
Winning in the LLM Application Market: A Founder's Strategy
Success in LLM applications comes from niche focus, speed to market, and cost optimization, not big funding or features.
Success in LLM applications comes from niche focus, speed to market, and cost optimization, not big funding or features.
Building AI that excels at research with AlphaGo-style self-improvement might reach AGI faster than solving general intelligence directly.
As frontier model improvements slow down and trust increases, enterprises have a unique window to adopt LLMs without the risk of rapid obsolescence.
While others scramble for chips and users, Google quietly holds every card needed to win the AI arms race.
While everyone focuses on training chips, the real opportunity lies in specialized inference hardware that any company can build.
Physics simulation and multimodal AI are converging to unlock widespread robotics adoption within 2-3 years, creating massive investment opportunities.
Voice interfaces: 4x faster than typing, completely hands-free; yet most apps ignore them. As social barriers fade, early voice adopters will dominate tomorrow's market.