value chain
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2025 by David Friedberg · across every show →
Everything said about value chain, oldest first
Feb 2, 2025 bearish
Friedberg: Rapid AI model commoditization will shift value creation elsewhere
“At the end of the day, if model performance continues to improve, get cheaper, and it's so competitive that it commoditizes much faster than anyone even Thought. Then the value is going to be created somewhere else in the value chain.”