20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

2075.02 - 2099.09 George Sivulka

I think that if $100 trillion of economic value will be created by AI and agentic applications, that there will be so much room and so much opportunity for a ton of different players. I don't think that when Excel came out and then Mark released Salesforce and then people created TurboTax, all these unravelings of Excel actually were produced later, that that made Excel any less valuable.