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#110 - We’re back! ChatGPT, ChatGPT, ChatGPT, and some other stuff
Last Week in AI
Is There a Single Point Where There's Defensible Dilemma?
It really doesn't seem like there's a single point where there's defensible differentiation in the market. These are going to be out there just like we saw the erosion of margins for GPT three, right? The final thing is with those infrastructure providers, which chips are hard, semiconductors are hard. It's a tough business from a CapEx standpoint.
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