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open models are putting pressure on frontier labs, and what it means for pricing, competition, and the future of AI infrastructure

The a16z Show
6d ago

The big story here is not necessarily Chinese models versus American models. I think the big story here is open source versus closed source. The big labs, they don't have anything that the open source labs don't have.

1w ago

It's just a pattern, maybe not worth diving into at great length, but in the '90s, Apple pushed copyright law to the limit. They sued Microsoft for allegedly infringing on how the Mac looked and felt with Windows. And then in the 2000s and early 2010s, Apple pushed patent law to the limit, suing Samsung for allegedly violating a bunch of patents with Android and Galaxy phones because Apple felt that they had protected the iPhone. But I'll point out that Android still exists, Samsung is doing just fine. Apple may have redefined patent law around 3G and 4G licensing, but fundamentally, it did not actually succeed in stopping its competitors with intellectual property lawsuits.

1w ago

The pricing of these AI models is clearly becoming front of mind for enterprises, and it is very quickly becoming a race to the bottom. Open AI and Anthropic can only play that game for so long because where are they getting their money from? They're not getting it from profits. They're getting it from venture capital.

1w ago

The Chinese are playing a long game in the Middle East, but also a long game around the world. So the China of today is far deeper in the Middle East, including the Gulf, including Iran, including Iraq. When Western companies are not so forthcoming to build things, the Chinese are always there to build things.

4mo ago

Formula One is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-plus person teams spend hundreds of millions designing cars from scratch, and — as one listener put it — the Real Housewives of the Garage, a soap opera of billionaire egos, team politics, and paddock drama.

4mo ago

Formula One is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-plus people that work on each car determine the races more than the drivers, and the Real Housewives of the Garage, which makes for a fantastic Netflix show.

4mo ago

Formula One is three sports in one. It is, of course, the world's best race car drivers showcasing their skills, but it's also the World Cup of Engineering... And as one listener put it to us, It's also the World Cup of Office Politics, or as another one put it, it's Real Housewives of the Garage.

4mo ago

Formula 1 is the only motorsport in the world that requires a team to design and build their own car from scratch, which is an insane engineering feat to enter the competition.

4mo ago
The Prof G Pod – Scott Galloway
China’s space race

China wants to plant a flag on the moon when it puts a person onto the South Pole. This is a big part of the China Luna missions and I think it's going to be fascinating to watch.

4mo ago

Underscored — save the words that stop you in your tracks.

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