"Upstream" with Erik Torenberg cover image

E23: Emad Mostaque and Sam Lessin Debate Whether AI is a Good Investment for VC

"Upstream" with Erik Torenberg

CHAPTER

Can an AI leader sustain high gross margins? The importance of distribution data and different business models

This chapter explores the sustainability of an AI leader's business model and the importance of distribution data and proprietary side. They also discuss the possibility of Google and open AI providing AI at cost to gather data, different business models, and stability for non-aligned countries.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner