The AI Gold Rush is Over: Here is Where the “Shovel Sellers” Are Making Money
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
Yishanx.com
the new ai post from @sequoia is excellent. sharing best screenshots below
here's the tweet:
the opportunity lies at the application layer.
https://t.co/kQ1picTTNU https://t.co/pFzrRbPmSQ
