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E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
All-In with Chamath, Jason, Sacks & Friedberg
The Next Big Leap in Models as a Service
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A lot of what software would be, particularly in the enterprise, will get replaced with a single use model that allows you to solve a function. I think SAS will get replaced over time with these models incrementally. The real value is finding non-obvious sources of data that feed it. When we get there, all of these models as a service will be very much commoditized and trying to figure out how to play in that space.
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