companies that sell models to developers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 24, 2024 by David Luan · across every show →
Everything said about companies that sell models to developers, oldest first
Jun 24, 2024 bearish
Luan: Developer-focused model sellers must align with clouds or face commoditization
“Companies that sell models to developers will either need to effectively be the like first party effort of one of these big clouds, or they have a short window between now and commoditization to build such a big economic flywheel that they can afford to stay i…”