The Ledger
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Li: Chinese open-source AI models cannot freely discuss the CPC or history
“I use a lot of like Chinese open source models too. Like you still cannot let them, you know, just go freely talk about CPC and all the history there because you know, what happens in China.”
Jennifer Li: AI models are the fourth pillar of tech infrastructure
“I certainly think of as a fourth layer of infrastructure. It's you know, it certainly leverage and build on top of all the three pillars we're talking about. It has a lot of demand of compute, and of course it's trained and also producing a large amount of dat…”
Jennifer Li: Software infrastructure never disappears, it gets layered
“Infrastructure never goes away. It just gets layered.”
Li: Global developer count has grown beyond 50 million
“When I first joined, you know, venture, or maybe even just started thinking about infrastructure developers deal, like, in the, Low tens of millions and they're becoming like the next generation of consumers. Now they're definitely the next generation of consu…”
Li: API and infrastructure products have much higher switching costs than SaaS
“It just turns out, in general, the switching cost of infrastructure piece is so much higher. Even with like API business, people tend to think you can just like switch over to another API. There's so much logic embedded in Calling the API in the software itsel…”
Jennifer Li: Production AI apps require composing multiple models, not one monolith
“When we talk about complex systems, you cannot just like use one model that drives everything, at least not today. But you can compose like, you know, very capable and powerful models to like, you know, take certain tasks and also chain together, you know, pro…”