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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

2532.426 - 2549.718 George Sivulka

I think it might. There's probably fewer players and more entrenched players in cloud. And ultimately, I think those players honestly kind of have like an OPEC oligopoly where they can control pricing. I just think that ultimately cloud is actually more complex than training larger and larger models.

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