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The AI moment, AI vs crypto: a heated debate with Amjad Masad, Flo Crivello, and Nathan Labenz

"Moment of Zen"

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What Kind of AI Companies Are Going to Be Durable?

I view three categories of companies that look great right now. They're like what they call a big model. Then there's the application area on top of those and the application area is going to be made up. There's like horizontal applications and vertical applications. And if we coordinate all these people using pricing mechanisms and using a set of market mechanism, I think you can create a very interesting market where it sort of reduces the demand for full-time employees and software companies.

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