There are only two paths left for software

kept by eddie mar 24

Software companies must either accelerate revenue growth by 10 points with new AI products or rebuild for 40%+ true operating margins, with no viable middle path.

The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
also on Broadcom, #pricing, #business-strategy, #ai
OpenAI unveils its first custom chip, built by Broadcom
OpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.
also on Broadcom, #business-strategy, #ai
Technological Involution
Technological progress has stagnated as society lost its ability to imagine novel frontiers and founders now chase institutionalized narratives rather than deep personal conviction in technology.
also on Andreessen Horowitz, #startups, #software-engineering
Young Tech Founders Are Dumping Their Girlfriends and Going Monk Mode - Business Insider
Young founders are ending relationships to focus on their AI startups, driven by the belief that the AI boom demands total dedication.
also on Andreessen Horowitz, #startups, #ai