AI assistant investment memo….

AI investment memo

AI Content
Investment Memo

Chetan Chawla


February 16, 2023

I have been playing around with the new generative AI systems for a while now, and continue to seek out and learn more about these technologies from both a user, and developer point of view.

I asked to create a 1-page investment memo on AI assistants, took around 6 seconds.

Far more sophisticated than expected: nuanced answer with a discussion of competitive dynamics/ #moats, and data/ projections very close to “human” research estimates:

Just an incredible moment in technology history. AI is not just an application layer or enabling technology.

AI is probably being underestimated by both the optimists and the pessimists.

This changes how firms (& individuals) compete for value creation and capture.