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Jerry Chen | The New New Moats

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CHAPTER

The Future of AI

Chat is shaping up to be the front door to essentially everything, or at least one of them. Open source AI has actually spread value between startups and incumbents. There's still ways to beat big cloud, right? I think the technology is changing. The open source community is fast moving. We're excited to watch how and when these startup foundation models win and beat the incumbents.

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