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20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Future of AI Is in the Hands of Incumbents
The big question when investing in startups is will the incumbent acquire innovation before the startup acquires distribution. I think it's too early to call maybe that's a cop-out answer but to put it in context if you go look back in time with these big technology cycles they are great moments to create new categories. If you're going toe to toe right now with an incumbent on their home turf and they're shipping I think it's a hard bet to take the opposite side of you know in our business but we'll see what happens.
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