Alex Kolicich
Everything Alex personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"Level three is where we put on top of those is the actual LLM companies. is actually anthropic and Gemini and open AAI and XAI"
Mentioned in 1 episode
"Level three is where we put on top of those is the actual LLM companies. is actually anthropic and Gemini and open AAI and XAI"
Mentioned in 1 episode
"Level one is chips. Obviously Nvidia dominant but there's been a lot of new things there we're excited about."
Mentioned in 2 episodes
"Level three is where we put on top of those is the actual LLM companies. is actually anthropic and Gemini and open AAI and XAI"
"Anthropic is clearly a developer infrastructure business."
Mentioned in 1 episode
"Level three is where we put on top of those is the actual LLM companies. is actually anthropic and Gemini and open AAI and XAI"
Mentioned in 1 episode
"Cognition is growing really well that we're obviously big investors in and cognition shows you that last mile gap where like a lot of the revenue is enterprise right and servicing large enterprises."
Mentioned in 1 episode
"Palantir smart enterprise pre-AI was like a $40 billion company and Palantir AI is like a $400 billion company."
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