My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow... See more

How many years until open source models take over? Is it never? I've been manually testing 20-30 different models all claiming impressive scores on benchmarks against OpenAI and Anthropic. What I've found: * Super tiny models are becoming insanely good * Medium... See more