underlying models
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 17, 2023 by Rebecca Kaden · across every show →
Everything said about underlying models, oldest first
Nov 17, 2023 bullish
Kaden: AI application-layer tools will capture significant market value
“If you believe all of the value is going to aggregate in a very small number of underlying models and platforms, that may be correct, but I think what you're hearing here is there's a tremendous amount of excitement around application layer and point solution …”
May 6, 2024 bullish
Sarah Tavel: AI application startups will improve and expand margins as models advance
“I think all the companies that we invest in, they will only get better as the underlying models get better. And they'll be able to take on more work over time. They'll be able to, you know, take, you know, have better and better margins, better because they wo…”