--- 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: - endContainer: /div[1]/div[1]/main[1]/div[1]/div[1]/article[1]/main[1]/div[1]/div[1]/div[1]/div[1]/p[16]/span[1] endOffset: 659 startContainer: /div[1]/div[1]/main[1]/div[1]/div[1]/article[1]/main[1]/div[1]/div[1]/div[1]/div[1]/p[16]/span[1] startOffset: 453 type: RangeSelector - end: 14059 start: 13853 type: TextPositionSelector - 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 ---
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.
Companies that rely on underlying AI models without adding value via model improvements are going to find that they have no moat.