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20VC: OpenAI's Sam Altman, Mistral's Arthur Mensch and more discuss: Will Foundation Models Be Commoditised | Which Startups Are Threatened vs Enabled by OpenAI | Is the Value in the Infrastructure or Application Layer?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Balancing Model Development and Application Layer Growth
The advancement of models is making it easier to create verticalized applications, leading to a thinner application layer. Simultaneously, the cost of models is decreasing due to advancements in compression and efficiency, leading to a thinner model layer. The competitive pricing pressure on the model layer implies a reduction in the price of intelligence units. Despite the trends, focusing on developing the model part is crucial to enable vertical applications. The rapid commoditization of technology raises concerns about investment decisions, likened to investing in a power station.
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