horizontal LLMs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 22, 2024 by Aaron Levie · across every show →
Everything said about horizontal LLMs, oldest first
May 22, 2024 bearish
Levie: Only 1 to 3 independent horizontal LLM startups will reach scale
“But I think for like the pure play horizontal LLMs we, I think those will largely be subsumed by the big players with maybe room for one, two, three independent companies at scale that are not in the hyperscalers, but there will not be room for 50 companies. T…”