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+---
+date: '2023-01-22T10:55:48'
+hypothesis-meta:
+  created: '2023-01-22T10:55:48.838124+00:00'
+  document:
+    title:
+    - Who Owns the Generative AI Platform? | Andreessen Horowitz
+  flagged: false
+  group: __world__
+  hidden: false
+  id: VHeccJpDEe2aL7PP1S7d_w
+  links:
+    html: https://hypothes.is/a/VHeccJpDEe2aL7PP1S7d_w
+    incontext: https://hyp.is/VHeccJpDEe2aL7PP1S7d_w/a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
+    json: https://hypothes.is/api/annotations/VHeccJpDEe2aL7PP1S7d_w
+  permissions:
+    admin:
+    - acct:ravenscroftj@hypothes.is
+    delete:
+    - acct:ravenscroftj@hypothes.is
+    read:
+    - group:__world__
+    update:
+    - acct:ravenscroftj@hypothes.is
+  tags:
+  - ai
+  - generative ai
+  target:
+  - selector:
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+    - exact: "Many apps are also relatively undifferentiated, since they rely on similar\
+        \ underlying AI models and haven\u2019t discovered obvious network effects,\
+        \ or data/workflows, that are hard for competitors to duplicate."
+      prefix: 'nd retention start to tail off. '
+      suffix: "\nSo, it\u2019s not yet obvious that s"
+      type: TextQuoteSelector
+    source: https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
+  text: Companies that rely on underlying AI models without adding value via model
+    improvements are going to find that they have no moat.
+  updated: '2023-01-22T10:55:48.838124+00:00'
+  uri: https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
+  user: acct:ravenscroftj@hypothes.is
+  user_info:
+    display_name: James Ravenscroft
+in-reply-to: https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
+tags:
+- ai
+- generative ai
+- hypothesis
+type: annotation
+url: /annotations/2023/01/22/1674384948
+
+---
+
+
+
+ <blockquote>Many apps are also relatively undifferentiated, since they rely on similar underlying AI models and haven’t discovered obvious network effects, or data/workflows, that are hard for competitors to duplicate.</blockquote>Companies that rely on underlying AI models without adding value via model improvements are going to find that they have no moat.