Saved by Marine Buclon-Ducasse
The Real Value of AI Isn’t General Intelligence
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.comIMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view:
Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users... See more
JJx.comWhile AGI’s impact on humanity will surely be profound, the real economic opportunity lies in narrow, cost-efficient models that can handle specialized tasks.
The Real Value of AI Isn’t General Intelligence
The Real Value of AI Isn’t General Intelligence
The second version of this thesis is that LLMs will verticalize to the extent it probably makes more sense to use multiple versions of vertical LLMs than one horizontal one, for most applications.