20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

1205.95 - 1221.921 Victor Riparbelli

Because it doesn't actually work or doesn't actually do the thing that you wanted to do. And so that's a problem because the AI startups think they're doing the right thing, they think they're delivering value, but at some point you're going to be hit by that wall of churn where all your 12-month contracts begin to phase out because you're not actually delivering value, right?