Horizontal LLMs
topic on 2 shows · 2 statements across 2 episodes
2 statements about Horizontal LLMs, every show
Moore: Context Lock-In Will Favor Horizontal AI Platforms Like ChatGPT
“I think there's going to be increasing lock-in, and I do think that probably actually benefits the broader, more horizontal tools like ChatGPT”
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…”