How Anthropic is commoditizing its compliments, why AI models will resemble pharma more than software, the three layers of AI business models, and where to invest in AI today
Really interesting breakdown of how AI is shifting from products to infrastructure. The point about models becoming more like pharma than software really stood out to me
Really interesting breakdown of how AI is shifting from products to infrastructure. The point about models becoming more like pharma than software really stood out to me
Thanks for listening!