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Being first is a moat

Air Street Press

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Stagnation in the Generative AI Market: Insights and User Dynamics

This chapter examines the latest findings from Menlo Ventures regarding the generative AI landscape in enterprises, particularly focusing on the stagnant market share of models like Llama. It explores user profiles, the challenges of model transitions, and contrasts revenue strategies between industry leaders OpenAI and Anthropic.

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