VCs are questioning the neolab math

Detailed summary

AI neolabs, Jeff Dean, Ilya Sutskever, and Mira Murati face scrutiny as venture investors question trillion-dollar AI dreams.

Hello. It’s Ben Bergman in Venice Beach. I’ll be in New York next week for The Long Play: Stories of Reinvention, where I’ll interview Nadia Carlson, who is trying to turn Allbirds into an AI infra company. But first, I’ll dive into the neolab debate, and Katie has the deets from Menlo Venture’s black-tie 50th-anniversary soiree. Mentioned in this edition: Jeff Dean, Ilya Sutskever, Mira Murati, Thinking Machines Lab, Matt Murphy, Menlo Ventures, Deedy Das, Aaron Rosenberg, Radical Ventures, Andrew Schoen, NEA, Jeffrey Katzenberg, Venky Ganesan, and Michael Grimes. Ben here.

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