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
Navigating the AI Model Market
This chapter analyzes the competitive dynamics among core AI model providers and the significance of advanced model development. It highlights the transition of AI models into computing primitives, influencing control in the tech landscape, and the impact of vertical integration between AI model builders and chip manufacturers like NVIDIA. The discussion also underscores the strategic advantages of owning the technology stack, especially in light of partnerships such as those between Apple and OpenAI, and the future of AI commoditization.
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