Deep dive

Martin Casado on Where the Value Is Going in AI

The a16z Show

Your trackerEverything said about OpenAICapital intensity of AI startupsAn analysis of why current AI development requires unprecedented levels of funding compared to previous software cycles.Application layer value captureAn exploration of the argument that software applications will eventually retain more economic value than the underlying foundation models.Open source versus frontier labsA breakdown of the competitive tension between centralized model developers and the growing ecosystem of open-source and specialist alternat

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