20VC: Who Wins in AI; Startup vs Incumbent, Infrastructure vs Application Layer, Bundled vs Unbundled Providers | From 150 LP Meetings to Closing $230M for Fund I; The Fundraising Process, What Worked, What Didn't and Lessons Learned with Tomasz Tunguz
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Future of the AI market orientation: infrastructural and appplication market layers
The future of the AI market will likely consist of both a centralized, closed ecosystem dominated by one or two general models, as well as a decentralized, fragmented ecosystem with open source models. In the consumer world, a dominant model will likely be an interface that mediates across different models for different purposes. In the enterprise world, there will be platforms for developers to easily use large language models and full enterprise services firms for tailored solutions. The foundational model layer requires significant capital investment, while the application layer offers higher odds of success for investors due to a greater diversity of needs.
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