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20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Value in Infrastructure vs. Applications for Future Growth
Value creation for end customers will be captured at the application layer/nInfrastructure businesses act as toll roads for the ecosystem/nApplications may compete aggressively but infrastructure providers can clip a valuable coupon/nNew experiences and applications are likely to hold more value than infrastructure/nInvesting in fast-moving markets requires adaptability/nAirtable and Lattice are examples of stable markets
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