Mason Nystrom
@masonnystrom
1.5K Following 38.8K Followers
Rebranding this The AI Modularization Thesis from USV
"AWS built a $ 100B+ platform spanning compute, storage, and ML — and yet an entire ecosystem of multi-billion-dollar companies emerged by specializing at layers above it."
If AI Modularization follows the path of cloud modularization then this thesis would certainly be well poised to generate large winners.
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Sports prediction markets have the potential to dramatically expand the market for sports event contracts by unbundling the sports book, enabling a global liquidity layer for sports related markets.
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