AI Model Labs
topic on 3 shows · 3 statements across 3 episodes
the Y Combinator Startup Podcast 
the a16z Podcast 
20VC
3 statements about AI Model Labs, every show
Acharya: Moving into applications is more opex-heavy than inference
“It's actually logical now in hindsight, because the workloads for inference are very homogeneous, so you can build enormous scale in one part of the value chain. Whereas when you think about the application layer, you know, you've got so many idiosyncrasies an…”
Mignano: AI labs will not take over all application-layer software
“So I hear you that the labs can kind of go into any application layer, but not only do I think that that's not true, I also just think it's not really fun. And what fun can we have as venture capitalists if we don't believe that startups can take down the Goli…”
Srinivas: Foundation model labs will copy any high-revenue AI startup idea
“You should assume that if you have a big hit, if your company is something that can make revenue on the scale of hundreds of millions of dollars, or potentially billions of dollars, you should always assume that a model company will copy it. Mainly because the…”