AI Startup Insights
Des discusses the high mortality rate of AI startups due to factors like thin differentiation and margin compression. He highlights the challenges faced by AI companies in a competitive landscape, shedding light on the risks associated with investing in this sector.In this clip
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20VC
20VC: How to Survive and Thrive in a World of OpenAI, Are LLMs Being Commoditised, Where Does the Value Lie; Infrastructure or Application Layer, How Apple Could Win in a World of AI, How Amazon Could Threaten OpenAI and Why Google Struggle with Des Trayn
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