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

2579.918 - 2602.597 George Sivulka

There will be an entire industry of being able to switch models from open AI to anthropic when open AI goes down. But to switch clouds is like for... any substantially sized startup, like a $10 million to $20 million investment just to switch. It's almost always never worth it. It's much, much, much stickier. Whereas here, it's a very simple API key. It's very simple to switch models.