LMArena Goes Startup, AI App Wars Begin, Scott Bair's Design Playbook | E2114

All these AI companies, these models, they're building increasingly sophisticated models, but there's no product. Like, what do they sell you? What is like the thing everybody wants to have that you need AI for? And I think we're now starting to see the answer. It's like, well, those companies don't even necessarily have to build that stuff.

They just wait for companies to build an application layer on top of their models and then scoop up the best ones. And I mean, I think that's inevitably what's going to start happening. People have been talking about where will the value in the current AI rush? Will it accrue at the uh model layer, the anthropics, the open AIs, or at the application layer, one step above?

Now, earlier on people the device layer. Oh, no, that's a pretty good point actually. Platform layer ultimately don't forget Windows, don't forget Android and don't forget macOS or iOS. I think we could see some of those platforms just run the table. This week in Startups is brought to you by Fidelity Private Shares.

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