Tl;dr: Companies with technology that allows them to uniquely generate the data needed to train and fine-tune models are well positioned to create enduring value in the age of AI. The best AI companies may be those building in atoms and not just bits.
The pace of development in AI has given many the feeling that the ground is shifting under their feet. While incredibly exciting, this has led to a fair amount of anxiety among entrepreneurs who are wondering if there’s any true defensibility in what they’re building. A battle tested strategy in startups is to build a product that’s at least 10x better, 10x cheaper, or 10x easier than what exists while you march toward a long-term moat. But given how quickly AI development is advancing, a 10x product of last month may be obsolete this month. The fear is real. Read More
Rick's Cafe AI 