--- date: '2023-01-22T11:02:54' hypothesis-meta: created: '2023-01-22T11:02:54.339397+00:00' document: title: - Who Owns the Generative AI Platform? | Andreessen Horowitz flagged: false group: __world__ hidden: false id: UhZ6LJpEEe2fsBs2mQHXSA links: html: https://hypothes.is/a/UhZ6LJpEEe2fsBs2mQHXSA incontext: https://hyp.is/UhZ6LJpEEe2fsBs2mQHXSA/a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ json: https://hypothes.is/api/annotations/UhZ6LJpEEe2fsBs2mQHXSA permissions: admin: - acct:ravenscroftj@hypothes.is delete: - acct:ravenscroftj@hypothes.is read: - group:__world__ update: - acct:ravenscroftj@hypothes.is tags: - generative ai - 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]/ul[3]/li[1]/span[1] endOffset: 389 startContainer: /div[1]/div[1]/main[1]/div[1]/div[1]/article[1]/main[1]/div[1]/div[1]/div[1]/div[1]/ul[3]/li[1]/b[1] startOffset: 0 type: RangeSelector - end: 19180 start: 18774 type: TextPositionSelector - exact: "Commoditization. There\u2019s a common belief that AI models will converge\ \ in performance over time. Talking to app developers, it\u2019s clear that\ \ hasn\u2019t happened yet, with strong leaders in both text and image models.\ \ Their advantages are based not on unique model architectures, but on high\ \ capital requirements, proprietary product interaction data, and scarce AI\ \ talent. Will this serve as a durable advantage?" prefix: 'stions facing model providers: ' suffix: ' Graduation risk. Relying on mod' type: TextQuoteSelector source: https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ text: All current generation models have more-or-less the same architecture and training regimes. Differentiation is in the training data and the number of hyper-parameters that the company can afford to scale to. updated: '2023-01-22T11:02:54.339397+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: - generative ai - AI - hypothesis type: annotation url: /annotations/2023/01/22/1674385374 ---
Commoditization. There’s a common belief that AI models will converge in performance over time. Talking to app developers, it’s clear that hasn’t happened yet, with strong leaders in both text and image models. Their advantages are based not on unique model architectures, but on high capital requirements, proprietary product interaction data, and scarce AI talent. Will this serve as a durable advantage?
All current generation models have more-or-less the same architecture and training regimes. Differentiation is in the training data and the number of hyper-parameters that the company can afford to scale to.