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20VC: Benchmark's Sarah Tavel on Are Foundation Models Commoditising | Why Frontier Models Will Be Closed Source | Why the Value is in the Application Layer | The Future of AI is "Selling the Work" Not the Tools
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Value in the Application Layer
Focusing on the application layer rather than the infrastructure layer in ventures can lead to capturing more value over time. By owning the end user, one can provide increasing value and capture it effectively, driving immense value creation. The competitive landscape and potential for oligopoly are crucial factors, making the application layer a focal point for capturing and creating significant value.
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