brainsteam.co.uk/brainsteam/content/annotations/2023/01/22/1674385054.md

date	hypothesis-meta	in-reply-to	tags	type	url
2023-01-22T10:57:34	created document flagged group hidden id links permissions tags target text updated uri user user_info 2023-01-22T10:57:34.532045+00:00 title Who Owns the Generative AI Platform? | Andreessen Horowitz false __world__ false k3jJlJpDEe2r9LtfV5j0MA html incontext json https://hypothes.is/a/k3jJlJpDEe2r9LtfV5j0MA https://hyp.is/k3jJlJpDEe2r9LtfV5j0MA/a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ https://hypothes.is/api/annotations/k3jJlJpDEe2r9LtfV5j0MA admin delete read update acct:ravenscroftj@hypothes.is acct:ravenscroftj@hypothes.is group:__world__ acct:ravenscroftj@hypothes.is ai generative ai selector source endContainer endOffset startContainer startOffset type /div[1]/div[1]/main[1]/div[1]/div[1]/article[1]/main[1]/div[1]/div[1]/div[1]/div[1]/ul[2]/li[1]/span[2] 238 /div[1]/div[1]/main[1]/div[1]/div[1]/article[1]/main[1]/div[1]/div[1]/div[1]/div[1]/ul[2]/li[1]/b[1] 0 RangeSelector end start type 15074 14604 TextPositionSelector exact prefix suffix type Vertical integration (“model + app”). Consuming AI models as a service allows app developers to iterate quickly with a small team and swap model providers as technology advances. On the flip side, some devs argue that the product is the model, and that training from scratch is the only way to create defensibility — i.e. by continually re-training on proprietary product data. But it comes at the cost of much higher capital requirements and a less nimble product team. tive AI app companies include: Building features vs. apps. Gen TextQuoteSelector https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ There's definitely a middle ground of taking an open source model that is suitably mature and fine-tuning it for a specific use case. You could start without a moat and build one over time through collecting use data (similar to network effect) 2023-01-22T10:57:34.532045+00:00 https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ acct:ravenscroftj@hypothes.is display_name James Ravenscroft	https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/	ai generative ai hypothesis	annotation	/annotations/2023/01/22/1674385054

Vertical integration (“model + app”). Consuming AI models as a service allows app developers to iterate quickly with a small team and swap model providers as technology advances. On the flip side, some devs argue that the product is the model, and that training from scratch is the only way to create defensibility — i.e. by continually re-training on proprietary product data. But it comes at the cost of much higher capital requirements and a less nimble product team.

There's definitely a middle ground of taking an open source model that is suitably mature and fine-tuning it for a specific use case. You could start without a moat and build one over time through collecting use data (similar to network effect)