
I saw this great map by @sequoia looking at the AI services opportunity. Insurance brokerage + claims adjusting: $250B - the largest category on the map. imo no other company has built the scale (licenses across 14 countries as a broker, processing 3 million auto claims annually), data (3b miles on road safety data), and AI infrastructure layer in this space the way @roadzeninc has. We are going to lead the way. $RDZN
2009 @CarnegieMellon I built a robotic hand that could listen to a song and replay its tune on a Casio keyboard (~4 keys/sec). Getting it to work 3 degrees of freedom felt like a massive upgrade. Watching the level of...
My own experience with @openclaw - and the way it’s gone viral in China—tells me we are dramatically underestimating the compute required for the agent era. Everyone focuses on GPUs. That’s only one layer. The real constraint will be the entire...