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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
Innovation's Path: Sustaining, Not Disrupting
Investing in rapidly commoditizing technologies like Generative AI presents challenges, as these innovations tend to sustain rather than disrupt existing industries. While momentum strategies could yield significant returns in the short term, the inherent nature of these technologies makes fundamental investments less appealing. Unlike transformative innovations that rebuild industries, Generative AI is expected to spread across businesses, reducing costs and enhancing existing products. The future landscape suggests that cloud providers will dominate, integrating foundational models while monetizing their services, leading to a utility-based model that diminishes the potential for radical shifts reminiscent of the internet's impact.
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