Winning the AI race is winning the application war. Similar to how internet, OS has been there for a long time, but the ecosystem took years to build.
But application work is toiling and knowing the question set even with AI help, that's doesn't bode well for teams whose goal is owning and profiting from super AI that can do everything.
But maybe something will change? Maybe adversarial agents will see improvements like the alpha go moment?
Meta is the worst at building platforms out of the big players. If you're not building to Facebook or Metaverse, what would you be building for if you were all-in on Meta AI? Instagram + AI will be significant, but not Meta-level significant, and it's closed. Facebook is a monster but no one's building to it, and even Mark knows it is tomorrow's Yahoo.
Microsoft has filled in their entire product line with Copilot, Google is filling everything with Gemini, Apple has platforms but no AI, and OpenAI is firing on all cylinders.. at least in terms of mindshare and AUMs.
> Winning the AI race is winning the application war
This. 100% This.
As an early stage VC, the foundational model story is largely over, and understanding how to apply models to applications or how to protect applications leveraging models is the name of the game now.
> Maybe adversarial agents will see improvements...
There is increased appetite now to invest in those models that are taking a reasoning and RL problem.
But application work is toiling and knowing the question set even with AI help, that's doesn't bode well for teams whose goal is owning and profiting from super AI that can do everything.
But maybe something will change? Maybe adversarial agents will see improvements like the alpha go moment?