Identifying Transient Startups and Future of Hardware and Language Models

In the startup space, a large percentage fail, and it's crucial to let founders navigate this journey. In the hardware sector, the dominance of established players like Intel and AMD makes it unlikely for startups to succeed due to high capital requirements. Similarly, in the language models segment, large models are being overtaken by open source models, leading to potential commoditization and indistinguishability. This raises doubts about the value of language models, as some companies are easily switching between different models, implying a lack of differentiation.

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