The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: AI's Biggest Questions: The Commoditisation of LLMs, Open vs Closed: Who Wins, Model Size vs Data Quality, Why Google are Vulnerable and Apple are the Dark Horse

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

CHAPTER

Navigating Value: Infrastructure vs. Application in AI

This chapter explores the contrasting value generation between the infrastructure and application layers of AI. It discusses market trends, the potential for success in diverse applications, and the importance of differentiation in an increasingly commoditized infrastructure landscape.

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