The Ledger

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Prediction Not checkable as stated
Chris Valenzuela: No Single Monolithic AI Model Will Dominate the Market
“I don't think there's going to be a single model to rule them all.”
Cris Valenzuela Sep 15, 2023 ▶ 5:30 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Insight
Chris Valenzuela: AI Models Are Not Moats; Talent and Speed Win
“I think models are not a mode. Models eventually don't matter. What matters most is the people building those models. And how fast can you change and learn from those models?”
Cris Valenzuela Sep 15, 2023 ▶ 6:11 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Opinion
Delangue: Startups training their own models build better products than wrappers
“If you look at models closer to Runway ML or Stability AI or like PhotoRoom in Paris, you see these AI native startups that are actually building, training their own models. And how they can, in my opinion, build much better things than the ones that just use …”
Clément Delangue Jun 2, 2023 ▶ 10:04 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
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