Working notes
Working notes from Alan Goff on venture, agentic products, and the rest.
Subscribe on SubstackThe 60-Second Read
The 60-Second Read
Every Sunday, I translate what happened in public markets into what it means for founders, operators, and anyone deploying capital into emerging tech. I'm a former founder, now investing at Accenture.
Every Sunday, I translate what happened in public markets into what it means for founders, operators, and anyone deploying capital into emerging tech. I'm a former founder, now investing at Accenture.
If scaling laws hold for robot foundation models, the durable value isn't in pre-training. It's in the layer that fine-tunes them on data only the enterprise has.