Sivesh SukumarinBaldertonWe’ve got the picks and shovels — so what’s stopping the gold miners?It’s becoming increasingly clear that there’s a massive chasm between the amount being invested into AI infrastructure and foundation…6 min read·Nov 21, 2023----
Sivesh SukumarinBaldertonAI in 2023: When six months feels like six years…It’s been an exciting 6 months, not just for AI but for technology as a whole. Many hypothesised as to what the impact of LLMs could be…5 min read·Jul 5, 2023--1--1
Sivesh SukumarinBaldertonNeural Search and the unbundling of GoogleWe believe there’s been a step change in the Neural Search space due to recent advances in LLMs, vector databases, neural frameworks and …5 min read·Dec 21, 2022----
Sivesh SukumarinBaldertonActionable Large Language ModelsThe launch of ChatGPT (alongside other models from the likes of Stability and Cohere) really brought AI into the limelight and it’s now…4 min read·Dec 8, 2022----
Sivesh SukumarinBaldertonWhy UX is the battleground for the future of AIFor those new to this space, we’re undergoing one of the biggest technological shifts since cloud computing. We’ve explored how…7 min read·Nov 24, 2022----
Sivesh SukumarinBaldertonVCs and Robotics…a complicated relationshipIf you present a SaaS company at $1m ARR growing 3x year-on-year to a VC there’s a 99% chance they take a look. If you present a robotics…8 min read·Nov 2, 2022----
Sivesh SukumarinBaldertonOpportunities in the data stackA few trends in data tools that we’re excited about at Balderton6 min read·Jun 10, 2022----