Tiny is mighty, it seems. This week, tech giants Microsoft and Apple both released open source language models with a small footprint. What’s powerful here — if these language models can run on-device, you truly have AI in your pocket that runs anytime, anywhere, even without the internet. This could potentially open up a whole horizon of use-cases of AI in the physical world — like running constantly in the background of a device like an iphone or accessed where there’s no internet connectivity (like mid-flight or in a war-torn area). Taking the musings one step further: because it can run locally on a device like a phone, these small LMs could potentially be finetuned or inferenced across a peer-to-peer network. Making it possible to be really collaborative, and a lot cheaper to train and run. This feels like the cusp of something big. All eyes on WWDC on June 10. For more weekly downloads on AI and creativity: I write a letter on Fridays at thereview.strangevc.com
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The most valuable companies in the coming decades will be those that augment creativity. Creativity becomes our most valuable intelligence. The next decade’s tech giants won’t just process data, they’ll spark ideas, problem-solve, and move forward. • Tools that turn imagination into reality • Platforms that connect diverse minds • AI that enhances, not replaces, human ingenuity In a world where information is abundant, the ability to see connections, ask new questions, and envision possibilities is the ultimate competitive edge. A creative mindset is an asset. And why Strange Ventures place bets behind the most creative and brilliant founders building such category-defining companies. As we celebrate independence, let's look to the future: The coming revolution won't be fought with muskets, but with minds.
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This week in the future of creativity: Figma flexes its AI features, cultural powerhouse A24 raises major moolah, and music startups get sued. Subscribe below or at thereview.strangevc.com
This week: Figma flexes its AI features, A24 raises major moolah, and music startups get sued.
Tara Tan on LinkedIn
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The bay is truly bae. The best part about living here is getting a peek around the corner into the future -- like at the very fun SF deep tech week launch party on the USS hornet 🐝 last night. Robots and dope demos galore. Congrats Andrew Cote Sampriti Bhattacharyya !
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Are LLMs commoditized? Is feedback the feature AI companies should really care about? This week's issue of The Strange Review builds off Benedict Evans' analysis of Apple Intelligence and how their AI strategy might give hints to where value will accrue. Also: • Anthropic launches its latest models • Fmr OpenAI founder announces new startup around safety • WPP rolls out an AI creative suite I've been writing on AI and creativity for a year at thereview.strangevc.com, and am experimenting with x-publishing on Linkedin. Let me know what you think!
Are AI companies ignoring the golden egg?
Tara Tan on LinkedIn
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Even though I spend most of my time on the investing side, I still build (relentlessly) as a creative outlet and a way to learn. As a challenge, I wanted to see if I could go from idea to deployment just using chatGPT. Turns out I could! After 3 nights of build (and 5 of debugging 🤬), here is https://www.listly.one, an easy way to create and build multiple mailing lists.
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12 years ago, I started my first company. It was an immersive media company that created location-based storytelling experiences. I caught the founder bug — hard. Since then, I’ve collaborated with and invested capital and creative capital into hundreds of founders all in the earliest stages of their journey. When the company was still nascent, idea seemed strange, but founders dreamed big. Today I’m on my journey of building my second company doubling down on the founder bug I caught 12 years ago. A firm that would serve ambitious, creative, thoughtful founders building the future. A few reflections from my current founding journey: 1. You’ll always remember your first believers. Committed capital is catalytic, and the energy from high conviction capital can be electric. 2. Momentum is everything. Keep the ball rolling— even at slow moments. It will pick up speed at some point. 3. There are more people rooting for you than you think. Remember that when you’re getting No’s. 4. If you’re crazy enough to be founding something in this tough fundraising climate, you really want to do it. Do it.
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Here's to more creatives on captables. I had a great time last week on the Founders & Funders panel for SF Design Week. Huge shoutout to Jo Marini, CEO at Mothership Materials and 5x founder Elizabeth Laraki, Design Partner at Electric Capital and early designer at Google Maps, Youtube, and Facebook Jenny Ji, Founding Designer at Orb and serial first designer at startups for sharing their stories, wisdom, and insights from navigating the world of venture. The biggest takeaway? A creative mindset is a great asset to have when you're building something new. A rallying call: more creatives on cap tables! Thank you Alana Washington, Dawn Zidonis, Nelly Wollenberg (she/her) for organizing us! Design Bay Area
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The video below is completely generated. Kuaishou, a popular Chinese social media company just teased Kling, their video-to-text generator that looks to go head-to-head with Sora. The diffusion-based model is said to be able to create 1080p realistic videos up to 2 mins long. How do you think this competes with Sora? The early peeks look impressive. I'm excited for more competition in the video generation space — and I can't wait to see what the world creates.
