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20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Importance of Model Commoditization in Open AI
The ecosystem around the model has become much more robust such that you can do a lot more with the model than just get text outputs or the convenience of putting these things together. Even if the raw model does get competed against there are maybe companies like google or facebook or microsoft who can compete on that. The dimension by which people are going to think about this in five years now looking back isn't going to be about the commoditization of the model and the raw output it's going to be oh the ecosystem around the models.
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