20VC: OpenAI's Sam Altman, Mistral's Arthur Mensch and more discuss: Will Foundation Models Be Commoditised | Which Startups Are Threatened vs Enabled by OpenAI | Is the Value in the Infrastructure or Application Layer?
This podcast episode explores the value and potential commoditization of foundation models in AI. It emphasizes the importance of personalized models integrated into users' lives and discusses the differentiation in the AI field. The section also touches on the potential profitability of investing in foundation models, the analysis of value creation in the cloud generation, and the future prospects of OpenAI and the broader cloud industry. Additionally, it delves into the concept of wrappers versus non-wrappers in AI and highlights the significance of the application layer in capturing value and solving users' problems end-to-end.
