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
Harry Stebbings
The cloud providers are basically using models as a loss leader happily to build stronger moats in their cloud businesses. And you see this with Anthropic and Amazon. You see this with Microsoft and OpenAI.
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