20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son's Predictions of 5% GDP Growth?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Owning Stack Layers vs Standards Over Time
Harry asks about vertical ownership; Andrew compares early vertical integration to later standardization and predicts evolving API boundaries and standards.
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Transcript
