The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
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Apr 18, 2025 
Rich Socher, Founder and CEO of You.com and a pioneer in natural language processing, shares insights on the current AI landscape. He discusses the competition between giants like OpenAI and Google, emphasizing that partnerships could determine future winners. Rich explores how AI impacts jobs and economies, urging society to adapt. He contrasts the AI advancements in China and the U.S., while also addressing the potential of quantum computing. Personal reflections on success and longevity wrap up this engaging conversation.
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Commoditization Limits LLM Moats
- Large language models (LLMs) are being commoditized, making infrastructure a tough business to monetize.
- The real value lies in owning the end user or vertical specialization beyond just the API layer.
Train Users to Build AI Agents
- Train people to distill repeated internal processes into AI agents.
- Empower employees to create agents that automate tedious tasks to boost adoption.
Google and Microsoft’s Unique Position
- Google and Microsoft remain uniquely positioned due to their consumer touchpoints.
- Apple's potential is strong but unrealized because of limited activity.