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Open Models and Maturation: Assessing the Generative AI Market

AI + a16z

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Value of Making Commitments

Building and maintaining a strong position in chip manufacturing requires a significant commitment and expertise, as evidenced by Google's challenges in the field despite its AI capabilities. Despite having a superior chip, Google is valued lower than NVIDIA, indicating that public markets may not fully appreciate the value of their technology. The availability of chips in the market has increased, offering both high-end and low-end options for training and inference tasks, a stark contrast to the scarcity of chips just a year ago. This situation parallels the internet boom, where early leaders like Cisco eventually lost their position as the most valuable company.

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