410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Investing in Companies Building Generative AI
The chapter explores the investment potential of companies involved in building generative AI from scratch, such as Pinecone, Anthropoc, and Typeface. It discusses the importance of vector databases in AI applications and the role of open source AI projects in driving innovation. The speakers express their preference for larger foundational models and highlight the importance of staying up to date with the latest advancements in AI capabilities.
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