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+---
+date: '2023-01-22T07:31:55'
+hypothesis-meta:
+  created: '2023-01-22T07:31:55.232729+00:00'
+  document:
+    title:
+    - Who Owns the Generative AI Platform? | Andreessen Horowitz
+  flagged: false
+  group: __world__
+  hidden: false
+  id: 2K_fLpomEe2ZVWufTaYTPg
+  links:
+    html: https://hypothes.is/a/2K_fLpomEe2ZVWufTaYTPg
+    incontext: https://hyp.is/2K_fLpomEe2ZVWufTaYTPg/a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
+    json: https://hypothes.is/api/annotations/2K_fLpomEe2ZVWufTaYTPg
+  permissions:
+    admin:
+    - acct:ravenscroftj@hypothes.is
+    delete:
+    - acct:ravenscroftj@hypothes.is
+    read:
+    - group:__world__
+    update:
+    - acct:ravenscroftj@hypothes.is
+  tags:
+  - AI
+  - generative ai
+  - startups
+  target:
+  - selector:
+    - endContainer: /div[1]/div[1]/main[1]/div[1]/div[1]/article[1]/main[1]/div[1]/div[1]/div[1]/div[1]/p[5]/span[4]
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+    - exact: "Over the last year, we\u2019ve met with dozens of startup founders and\
+        \ operators in large companies who deal directly with generative AI. We\u2019\
+        ve observed that infrastructure vendors are likely the biggest winners in\
+        \ this market so far, capturing the majority of dollars flowing through the\
+        \ stack. Application companies are growing topline revenues very quickly but\
+        \ often struggle with retention, product differentiation, and gross margins.\
+        \ And most model providers, though responsible for the very existence of this\
+        \ market, haven\u2019t yet achieved large commercial scale."
+      prefix: ' this market will value accrue?
+
+        '
+      suffix: '
+
+        In other words, the companies c'
+      type: TextQuoteSelector
+    source: https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
+  text: Infrastructure vendors are laughing all the way to the bank because companies
+    are dumping millions on GPUs. Meanwhile, the people building apps on top of these
+    models are struggling. We've seen this sort of gold-rush before and infrastructure
+    providers are selling the shovels.
+  updated: '2023-01-22T07:31:55.232729+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
+- startups
+- hypothesis
+type: annotation
+url: /annotations/2023/01/22/1674372715
+
+---
+
+
+
+ <blockquote>Over the last year, we’ve met with dozens of startup founders and operators in large companies who deal directly with generative AI. We’ve observed that infrastructure vendors are likely the biggest winners in this market so far, capturing the majority of dollars flowing through the stack. Application companies are growing topline revenues very quickly but often struggle with retention, product differentiation, and gross margins. And most model providers, though responsible for the very existence of this market, haven’t yet achieved large commercial scale.</blockquote>Infrastructure vendors are laughing all the way to the bank because companies are dumping millions on GPUs. Meanwhile, the people building apps on top of these models are struggling. We've seen this sort of gold-rush before and infrastructure providers are selling the shovels.