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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Why OpenAI Will Become an Infrastructure Play, Why Apple Will Win in an AI World, Why Google is the Most Vulnerable Incumbent, Will LLMs Be Commoditised, Which Startups Are Thin vs Thick Wrappers on Top of LLMs with Jeff Seibert, Founder @ Digits

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

NOTE

Enterprise Control of Very Sensitive Data

Apple's focus on privacy is evident as they aim to keep user data on their devices. With the advancement of AI, if Apple is able to fit a large machine learning model on the iPhone, it could eliminate the need for external servers. The speaker ponders on investing in Apple and discusses enterprise adoption and control of sensitive data. Comparisons are drawn to the initial hesitations towards using cloud services, which later became beneficial for enterprises that lack expertise in running data centers.

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