The General Partnership ("TheGP")
@thegp
Where you build your best company.
536 Following 2.5K Followers
Thought a lot about using AI in my work. Wrote about how it makes me feel here:
"The VC arguing for raising less and building software."
@phineasb's full segment with @theinformation where he and @akashpasricha discuss:
- Has the infra build-out peaked?
- Do we now have 'good enough' intelligence?
- Is @nikesharora right about the neocloud model?
- Can AI software deliver predictable SaaS-like returns?
- How will software factories + agent fleets change the way software gets built?
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The list of ways founders deserve better is long - but this is one for sure!
Massive VC investments can leave startup founders heavily diluted—and push their companies into businesses they never intended to build.
@thegp co-founder @phineasb:
"This business model that works is not what they intended to pursue, but it's where they end up."
"And I think founders deserve better than sort of being a victim of the, the capital machine."
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Tune in!
@phineasb is going to be talking about his essay, "Raise less and build software," on @theinformation's TITV today 📺
Today on TITV:
-Wafer CEO @gpuemi on its $40M Series A at a $200M valuation
-Nvidia invests $3.5B in MediaTek Convertibles | @neemustafa, Partner at New Enterprise Associates
-The VC arguing for raising less and building software | @phineasb, Co-Founder of The General Partnership
📺 Tune in at 10 am PT / 1 pm ET on
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The best software will absorb our idiosyncrasies and manifest more value as a result. Personalization that gets deeper and irreplaceable with use. Applications that respond to realtime data streams to deliver increasing value that’s specific to a customer over time.
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It's time to build software but to win, you need the courage to create Natural Value.
"Every founder should aim to build something that is difficult to recreate in the lab - sell emeralds, not diamonds."
@phineasb on why founders should be building opinionated software right now.
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Honored to be included by @every in their first set of Thesis Statements
Artificial general intelligence (AGI) may be the biggest technological shift of our lifetime yet not be where most of the money is made.
@phineasb, cofounder and managing partner at @thegp, expects AI to fragment into thousands of “not really AGI” systems that are good enough at general reasoning and exceptional at one particular job.
This specialization—not general intelligence—is where most of AI’s economic value will be captured.
Read Phin’s Thesis Statement:
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All episodes of Season 1 of The General Podcast are out now.
Big thank you to every guest who made our first season what it was:
@reidhoffman x @johnolilly
@chrisbest x @AndrewMayne
@chrissyfarr x @DrSidMukherjee
@danshipper x @alexrkonrad
@chughesjohnson x Gretchen Howard
@brian_lovin x @wjosephflynn
@MerrillLutsky x @zachlloydtweets
@bingfish x @stephenpiron
@annaebinder x @ericagalioto
@lil_dill x @randyjhunt
We made this “hostless” show around the simple idea that the best conversations in tech don’t always happen in interviews or on panels, but between peers at the very top of their craft.
Season 2 now loading…
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