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20VC: Sam Altman on The Trajectory of Model Capability Improvements: Will Scaling Laws Continue | Semi-Conductor Supply Chains | What Startups Will be Steamrolled by OpenAI and Where is Opportunity
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Future of SaaS Pricing in AI-Driven Enterprises
The chapter discusses the evolving landscape of SaaS pricing as it transitions from traditional per-seat models to potential pricing based on computational resources such as GPUs. They explore the implications of this shift, considering whether models need to be tailored for agentic tasks and examine the financial aspects of training AI models, including the risks of commoditization and capital intensity. The conversation highlights the balance between investment costs and revenue generation, particularly in the context of widely adopted products like ChatGPT.
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