AI Investor and CEO Rob May Discusses the Value of the Post-Model World Thesis
AI models continue to improve, but according to Rob May, those improvements yield diminishing returns relative to what the systems they support can provide.
Evaluating the usefulness of various AI models to inform which ones to adopt served as the foundation of the decision-making process for many businesses and organizations, in part because improvements to those models were presented in ways that invited comparison.
AI experts like the investor and CEO Rob May have since found that this approach to evaluation is misleading, however, prompting May to pursue another direction by founding a company based on what he calls the “Post-Model World thesis.”
Instead of emphasizing models, this new AI investing framework evaluates the systems in which they operate.
May describes, “the model is the engine, but customers buy the car,” drawing on this and other analogies in several writings, including his upcoming book and his Substack “Investing in...
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