20VC: Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised | How the Business Model of SaaS Changes Forever | Startups vs Incumbents: Who Wins | App vs Infrastructure Layer: Where is the Value?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Navigating the AI Landscape
This chapter delves into the transformative effects of AI on both startups and established companies, highlighting unique opportunities arising from historical technology shifts. It emphasizes the competition between foundation model companies and application layer companies, as well as the changing attitudes toward cloud computing and AI integration. Additionally, the discussion covers the evolution of AI capabilities, the impact on organizational structures, and the potential for AI to enhance productivity in business operations.
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