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Jerry Chen | The New New Moats

Greymatter

NOTE

New AI Application Stack

A new AI application stack is being built to connect and bridge various systems of engagement and record. Companies like LAMA index and Langchain are creating data frameworks and autonomous agents to interact with and take actions on data. The use of vector embeddings in language models is being closely watched to see how it will evolve the stack. As an investor in cloud and infrastructure software, it's exciting to see these frameworks take shape.

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