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20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Invest in Integration to Harvest Innovation
Substantial financial investment is necessary to unlock technological advancements, but this often leads to other entities capitalizing on these breakthroughs. Companies that achieve major innovations, like in battery technology, may not gain recognition until they are acquired, highlighting the need for deep vertical integration to control the value chain. Organizations focusing on end-to-end solutions can better secure their competitive position. Furthermore, the research ecosystem in China is thriving, with the country contributing significantly to global AI research, countering the belief that they lag behind in technological capabilities. Open research practices can attract talent, which is crucial for maintaining competitive advantage. Emphasizing the importance of data scale over sheer computation is a vital insight for future growth strategies.
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