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20VC: LLMs Are Reaching a Stage of Diminishing Returns: What is the Next S Curve | The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | How AI Changes the Future of War & How Agents Will Reshape Society with Matt Clifford @ EF
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Guard New Ideas Like Gold
The realm of large model training and knowledge is well-established, yet the focus has shifted towards the significance of groundbreaking ideas that can greatly enhance capabilities. In the short term, the expectation is for divergence among companies rather than convergence, raising questions about current valuations, such as that of OpenAI. While their achievements are commendable, growing competition may lead to a plateau in their market dominance. Transitioning adeptly between various models will become crucial for the best companies. Predicting the future of AI is fraught with uncertainty; maintaining diverse and flexible scenarios is essential as the environment may shift dramatically, potentially leading to commoditization and less innovation.
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