The Ledger
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Levie: AI labs will not accept liability for enterprise use cases
“The labs are not going to, you know, take on the liability for every single use case that you do. They're gonna have very narrow liability that they have around copyright and IP protection and stuff like that, but they're not gonna, you know, they're not gonna…”
Levie: Vertical SaaS Proved $50B Companies Win Over Horizontal Tools
“Even in, you know, kind of Traditional SaaS software. We saw 30, 40, fifty billion dollar vertical software companies emerge in categories where there was already plenty of horizontal products that could have solved those problems, but just that relentless lev…”
Levie: AI context windows improved 500x in 18 months
“And at the start of ChatGPT in let's call it November of twenty-twenty-two, the context window was somewhere on the order of about 4000 tokens. Just yesterday Sundar announced two million tokens on the latest Gemini model. So when you think about it there's li…”