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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
Strategies for Building on AI
Understanding where true value lies in the AI market and strategies for building on top of AI are crucial. One strategy is to assume the models won't improve and build on top of them, while the other is to bet on the continuous improvement of AI models. It is suggested that most should opt for the latter strategy. Companies and founders can determine if they are at risk of being surpassed by OpenAI by considering if they are excited about a 100x improvement in AI models.
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