vu0tran
Joined 15 years ago
Joined 15 years ago
Predicting the future is hard and people are never 100% correct.
As I've transitioned to working on AI, I think the average person doesn't understand how there's a gigantic underbelly that's just purely dedicated to pornographic use – whether that's in erotic roleplaying with LLMs, or generating pornographic images with diffusion models. It's massive, but largely not talked about and remains out of view.
From my experience, when you go from text to image, it's basically an order of magnitude change in the dopamine response.
When you go from image to video, it's essentially another order of magnitude.
What I'm trying to say is... I don't think we're ready for what's to come...
[2] If anyone wants a weekly report, submit your email here: http://eepurl.com/h8Q-UD
From July 30th 2018 to July 30th 2022, price to sales ratio has changed accordingly:
Ecommerce: -21.4%
Travel: -23.8%
SaaS: -27.0%
EdTech: -69.6%
FinTech: -26.3%
Healthcare: +14.9%
Supplychain: -27.9%
$40M revenue, $11B valuation. What were they thinking!?
Uber / Lyft get a multiple of about 1x. DoorDash gets 4x. Instacart did $1.8B in revenue so even at a generous 6x multiple, it's only $11B...
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