The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
George Sivulka
Ultimately, the model layer, and I think this is not a hot take anymore. I've been saying it for a few years, but I think it will become commoditized. I think that a lot of value will accrue at the hardware layer. And we could talk about what that means for NVIDIA, especially as NVIDIA has a stranglehold on training, but not as much stranglehold on inference.
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