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dannyleshem.com

@DannyLeshem��dleshem@gmail.com

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A Startup Investor’s�Thoughts on AI

bit.ly/ai2100

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Knowledge cutoff: October 16, 2025

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Solve the following NYT Connections puzzle:�PLAY�BAY�…�STRAIN

  1. BARK, HOWL, SNARL, RUN — Dog-related�
  2. MUDDLE, STIR, GARNISH, STRAIN — Cocktail terms�
  3. LADDER, ROPE, CHAIN, TREE — Climbing equipment�
  4. BAY, STREAM, AIR, PYRAMID — Water associations

  • BARK, HOWL, SNARL, BAY — Dog sounds�
  • STIR, MUDDLE, STRAIN, GARNISH — Cocktail-making steps�
  • CHAIN, PYRAMID, TREE, LADDER — Hierarchical structures
  • PLAY, RUN, STREAM, AIR — Media actions

ChatGPT 4o

ChatGPT o1-preview (1m 5s)

Prompt

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Cui bono?

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“A business creates X dollars of value and captures Y% of X.�X and Y are independent variables.”

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Thesis�AI Assistants

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ThesisDevelopers 📉

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Example�Wiz

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Thesis�Unemployment 📈

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Thesis�Cybersecurity 📉

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Thesis�Bootstrap 📈

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bit.ly/ai2100

�dannyleshem.com

@DannyLeshem��dleshem@gmail.com