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Open Models and Maturation: Assessing the Generative AI Market

AI + a16z

CHAPTER

Evolution of Founders and Products in the AI Industry

The chapter explores the shift in founders and products within the AI industry, emphasizing the rise of systems people alongside researchers and the importance of building reliable systems around mature capabilities. It also delves into the maturation of the generative AI market, discussing growth patterns, and the relationship between AI applications and infrastructure development using chat GPT as an example. The conversation touches on how AI models are becoming a vital infrastructure component and the landscape of AI companies spanning safe bets to high-risk, high-reward opportunities.

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