
20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Intro
This chapter examines the complexities faced by startups that rely on established AI model providers like OpenAI and Google. It emphasizes the blurred lines between infrastructure and application providers, raising critical questions about value generation in the evolving AI ecosystem.
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