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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

2562.963 - 2579.658 George Sivulka

Absolutely. Whoever has the best models will continue to attract the right amount of investment. The different thing about clouds too, though, is that the cost of switching is much higher. So to refine my earlier point, I can switch models readily. I think there's even entire businesses now.

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