Cloud Models Future
A shift is underway where cloud providers could become the dominant players by acquiring foundation model companies, potentially offering these models as free utilities. Des emphasizes the current value flowing into infrastructure and highlights the need for flexibility in transitioning between different large language models (LLMs) to stay competitive. He also notes the importance of innovation from major players like Apple and the strategic moves of companies like Amazon in this evolving landscape.In this clip
From this podcast
20VC
20VC: OpenAI's Sam Altman, Mistral's Arthur Mensch and more discuss: Will Foundation Models Be Commoditised | Which Startups Are Threatened vs Enabled by OpenAI | Is the Value in the Infrastructure or Application Layer?
Related Questions
What is the future of Amazon based on the episodes 20VC: AI's Biggest Questions: The Commoditisation of LLMs, Open vs Closed: Who Wins, Model Size vs Data Quality, Why Google are Vulnerable and Apple are the Dark Horse and Amazon's Strategic Moves?
What is the future of AI according to Sam Altman in the episode 20VC: OpenAI's Sam Altman and Brad Lightcap on The Future of Foundation Models: Will They Be Commoditised | How to Solve the Problem of Compute | Open vs Closed: Which Dominates and Why | Which Companies and Verticals Will Be Steamrolled by OpenAI and the clip AI Conviction Journey?