1 of 45

dannyleshem.com

​

@DannyLeshem��dleshem@gmail.com

2 of 45

A Startup Investor’s�Thoughts on AI

bit.ly/ai2100

��

Knowledge cutoff: October 16, 2025

3 of 45

4 of 45

5 of 45

6 of 45

7 of 45

8 of 45

9 of 45

10 of 45

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

11 of 45

12 of 45

13 of 45

14 of 45

15 of 45

16 of 45

17 of 45

18 of 45

19 of 45

20 of 45

21 of 45

22 of 45

23 of 45

24 of 45

Cui bono?

25 of 45

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

26 of 45

27 of 45

Thesis�AI Assistants

28 of 45

29 of 45

30 of 45

Thesis�Developers 📉

31 of 45

32 of 45

33 of 45

Example�Wiz

34 of 45

Thesis�Unemployment 📈

35 of 45

36 of 45

37 of 45

38 of 45

39 of 45

40 of 45

Thesis�Cybersecurity 📉

41 of 45

42 of 45

43 of 45

Thesis�Bootstrap 📈

44 of 45

45 of 45

bit.ly/ai2100

�dannyleshem.com

​

@DannyLeshem��dleshem@gmail.com