Flybridge AI Index: October 2024 Update
This month's Flybridge AI Index update covers the end of QQ earnings season, revealing early signs of value creation from Generative AI.
Flybridge AI Index: September 2024 Update (ServiceNow deep dive)
For September edition of the AI Index we deep dive into ServiceNow GenAI strategy and analyzed how it is well positioned or not in this new GenAI wave
Flybridge AI Index: August 2024 Update
This month's Flybridge AI Index update includes the end of Q2 earnings season reporting. We also share some insight into the expected growth of AI-enabled PCs and smartphones.
Flybridge AI Index: July 2024 Update
This month's Flybridge AI Index update includes the beginning of Q2 earnings season reporting. Also during July, we have the new Llama 3 models and Gemmini's impressive 2B model.
Flybridge AI Index: June 2024 Update
This month's Flybridge AI Index update includes Apple, Intel, and Supermicro as new entrants and a look into the return differential between base layer AI companies and second layer infrastructure and application companies.
Flybridge AI Index: May 2024 Update
This month's Flybridge AI Index update includes insights on the AI strategies of NVIDIA, UiPath, C3.ai, Snowflake, and more, along with a look at the index's recent returns and valuation metrics.
Tailoring Intelligence: Fine-tuning, alignment and model merging (pt 1)
Fine-tuning is a powerful technique for adapting pre-trained models to specific tasks and domains, enabling better performance, cost optimization, and customization. Just as a skilled tailor adjusts a suit to perfectly fit the wearer, fine-tuning allows to adapt AI models to excel at specific tasks and domains.
Building Defensibility in Vertical SaaS with Proprietary Data
Flybridge Principal Julia Maltby takes a deep dive into defensibility in AI-Native Vertical SaaS companies. Proprietary data and how one incorporates it into the offering holds a key unlock in creating massive value.
2024: The Year of AI Infrastructure Startups — Avoiding the Commoditization Trap
Infrastructure layer startups will play a crucial role in enabling application layer companies to embed AI capabilities into their products and workflows. By addressing the technical infrastructure complexities, these startups will empower application layer founders to focus on understanding user pains and needs.
Flybridge's Third Wave of AI Investing: A Future Woven with Intelligence
Flybridge is in it’s third wave of AI investments. This article does a deep dive into our five-pronged AI thesis and where we see the future with this dynamic and evolving technology.