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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation Models with Jonathan Ross @ Groq

1082.529 - 1099.364 Jonathan Ross

this has just made it absolutely nakedly clear that the models are commoditized, right? You've been asking the question, right? Like if there was any doubt before, that doubt's over. So what is the moat? And for me, I love Hamilton-Helmer's seven powers, right?

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