Transforming Customer Service through Company Agents, with Sierra’s Bret Taylor
No Priors: Artificial Intelligence | Technology | Startups
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Innovate Within, Lease Without
The evolution of the AI market mirrors the past trends in the cloud market. Just as a few infrastructure providers dominated cloud services, a similar consolidation is likely in AI, with major companies such as OpenAI and Entropic emerging as essential players. For AI companies, the necessity to develop proprietary capabilities like guardrails and reasoning engines may diminish as the core models offered by these giants become more comprehensive. Instead, smaller firms may focus on building innovative applications while relying on these foundational technologies, much like SaaS companies that lease infrastructure from leading cloud providers due to the impracticalities of developing their own.
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