Cameron Porter

28 posts

Build

Finally, The Long Beginning of AI

Since the release of ChatGPT (enabled by GPT 3.5) in 2022, the default narrative has been one of AI takeoff and divergence. The imagined scenario is one where a leading AI lab develops a recursively self-improving model. In doing so, there is an intelligence explosion. That leading lab (and

Build

ODIN

Space Intelligence Systems

Memos

Embedded Advantage – Services as the AI On-Ramp

The next AI frontier in industrials won’t be software-first startups — it’ll be service providers using workflow access to build software moats.

Memos

Data Gushers — A Framework for Finding the New Oil

Like the 1901 Spindletop gusher that launched the oil era, we're witnessing the rise of "data gushers" - untapped streams of information waiting to be sensed and refined into value through advances in AI and sensing technology.