15min chapter

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

20VC: Why Foundation Model Performance is Not Diminishing But Models Are Commoditising, Why Nvidia Will Enter the Model Space and Models Will Enter the Chip Space & The Right Business Model for AI Software with David Luan, Co-Founder @ Adept

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

CHAPTER

Enhancing Model Reasoning and the Evolving Landscape of AI Models

The chapter delves into the importance of improving model reasoning skills for large language models (LLMs) and the challenges in solving memory for AI systems, emphasizing that LLMs are a component of a larger software system. It also explores the significance of controlling the model layer for accessing compute resources, the potential vertical integration between model makers and chip makers, and the advantages of running smart models at the edge. The conversation discusses Apple's strategic partnerships and the trajectory of companies in the foundation model space, highlighting the need for independent companies to adapt their strategies in a market dominated by major cloud providers developing their AI capabilities.

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