a16z’s Martin Casado - building with AI
"World of DaaS"
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The Dynamics of AI Investment and Fragmentation
This chapter explores the significant investments in advanced AI models by major companies and the potential fragmentation in the AI industry. It examines the evolution of AI from multimodal models to reinforcement learning while discussing different market leaders and the implications for businesses. The conversation highlights user interactions with specialized AI tools like Cursor and the challenges around creative outputs and programming preferences.
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