Drew Houston: Large language models are a rapidly self-commoditizing, bad business
Drew Houston · Building the Silicon Brain - Drew Houston of Dropbox · Oct 18, 2024 · at 29:50
Drew Houston (Dropbox CEO) discusses business defensibility and value capture across the AI technology stack.
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“Large language models are a pretty bad Business from a, you know, you sort of take off your tech lens and just sort of business lens. Like there's sort of this weirdly self-commoditizing thing where, you know, models only have value if they're kind of on this like Pareto frontier of size and quality and cost. Being number two, you know, if you're not on that frontier, the second the frontier moves out, which it moves out every week, like your model literally has zero economic value because it's dominated by the new thing.”
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