Nvidia research shows that AI agents can perform well, and not go off the deep end, through fine-tuning, even if the AI model isn't that great at the task.
Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies' investors pause about how "sticky" enterprise AI spending really is.
What does a payments giant want with a startup that routes prompts between different AI models? Stripe says it's because of "the singularity" but it's really for a far more real and powerful reason.
The AI opportunity is huge, but "it would also be a grave error in our minds to let excitement weaken our investment discipline," Kushner warns in his first-ever investment letter.