All-In with Chamath, Jason, Sacks & Friedberg cover image

All-In with Chamath, Jason, Sacks & Friedberg

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Feb 9, 2024
01:28:21
Snipd AI
Topics discussed include Apple Vision Pro breakdown, Meta vs Snap performance, SaaS recovery, AI investing approaches, and the rolling real estate crisis.
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Podcast summary created with Snipd AI

Quick takeaways

  • Investors in AI are split into three camps: waiting to see who will win, betting on open source solutions, and actively investing.
  • The SaaS industry is experiencing accelerated growth again, with companies beating conservative forecasts and investing in productivity.

Deep dives

The rise of open source AI models

There are three camps emerging in AI investment: those waiting to see who will win, those betting on open source solutions, and those actively investing. OpenAI's chat GPT is still perceived as the best model, giving them a consumer lead. Developers are building custom GPTs on the open AI platform to reach a large audience of consumers. While open source models are catching up, the value of closed models will diminish. However, open AI may maintain a lead due to its large consumer base.

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