Search results for Foundation Capital
AI & Enterprise
AI automation and work assistance cannot coexist. Why?
A new AI model called Jev from TypesafeAI, founded by Diogo Almeida, is drawing attention in tech circles for returning probabilities rather than text. Foundation Capital partner Jaya Gupta described it as a model focused solely on judgment. Almeida, who previously worked at OpenAI and co-developed GPT-4, InstructGPT and ChatGPT, said AI success stories usually involve human-in-the-loop assistance, while automation struggles. He attributed this to RLHF and said pursuing both assistance and automation leads to unstable performance.
AI & Enterprise
In the AI era, experience can become a burden, not an asset
A provocative argument has drawn attention: in the AI era, experience may become a burden rather than an asset. Foundation Capital partner Jaya Gupta (자야 굽타) wrote on X that experience is no longer a moat and, in many cases, is starting to look like a tax. She contrasts senior and junior generations, arguing senior experience can hinder AI innovation. Gupta says decision-makers often have more to lose from failure, and AI narrows expertise gaps built on past examples.
AI & Enterprise
AI lock-in mechanism takes shape; watch the rise of \'state\'
Anthropic is extending its push into the enterprise market as its Claude Code AI coding tool tops $2.5 billion in annual recurring revenue and it launches Claude Cowork. Foundation Capital partner Jaya Gupta (자야 굽타) says a key source of AI lock-in is “state” - information that accumulates in AI systems over time, from configurations and memory to organisational and individual work patterns. She says companies differ on who owns that state.
