Evolution of AI Companies and the Application Layer

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Evolution of verticalized apps is crucial to obtain actionable and reliable answers, with a predicted 3 to 5 years requirement for functional apps akin to Robinhood or Uber. The speaker highlights the current trend of investing in AI companies, emphasizing their usage of AI in building their business. Hardware and language model opportunities are deemed limited with the open source prevailing. The focus shifts back to the application layer as observed growth in AI companies suggests the sector's rapid evolution.

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Todays show:

David Weisburd hosts Bryan Rosenblatt, Michael Downing and Jason Calacanis to discuss Reddit’s IPO (1:19), Consumer vs. Enterprise AI (22:02), Sam Altman’s New Fund (38:18), and much more!

Timestamps:

(0:00) David Weisburd hosts Bryan Rosenblatt, Michael Downing and Jason Calacanis

(1:19) Discussion on Reddit’s IPO and potential as an advertising business

(9:28) Northwest Registered Agent - Get a 60% discount on your next LLC at - ⁠https://www.northwestregisteredagent.com/twist⁠⁠

(10:23) Reddit’s IPO and potential as an advertising business cont.

(16:44) AI Integration in traditional businesses

(20:56) DevSquad - Get an entire product team for the cost of one US developer plus 10% off at http://devsquad.com/twist

(22:02) Consumer vs. enterprise AI

(37:09) Miro - Sign up for a free account at https://miro.com/startups

(38:18) Sam Altman’s venture capital fund and the future of the AI ecosystem

(1:05:06) Rapid fire segment on recent investments

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