The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI's Sam Altman, Mistral's Arthur Mensch and more discuss: Will Foundation Models Be Commoditised | Which Startups Are Threatened vs Enabled by OpenAI | Is the Value in the Infrastructure or Application Layer?
May 24, 2024
Join Sam Altman, the visionary CEO of OpenAI, and Arthur Mensch, co-founder of Mistral AI, as they dive into the future of foundation models in AI. They discuss the rapid commoditization of AI technologies and what it means for emerging startups. The conversation touches on how established players could become both competitors and collaborators, emphasizing the need for innovation in a crowded market. Expect insights on user ownership, personalized models, and how AI could evolve into a utility service, forever changing the landscape of technology.
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Quick takeaways
- Long-term competitive advantage in AI startups may come from personalized and deeply integrated models tailored to specific user needs, amid the ongoing evolution and cost reduction of models.
- Striking a balance between thinner application layers and competitive model prices is crucial for startups to decide where to focus their investments, with an emphasis on building platforms atop foundational models for diverse vertical applications.
Deep dives
Commoditization and Value in Foundation Models
With technology rapidly commoditizing, there is a focus on whether the value lies in the application layer or infrastructure layer within AI startups. The debate centers around the improvement and cost reduction of models, leading to speculation on the future landscape of AI. While there is a push to enhance models, long-term differentiation is predicted to come from personalized and deeply integrated models tailored to specific user needs.
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