Think there’s so much discussion around Anthropic vs. startups, but think much more interesting discussion should be around market expansion enabled by AI across the board. Sure there’s going to be some losers but the big picture is very promising and not zero sum at all
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FDEs are going to be coming in to commercialize the LLMs. This means startups will experience competition. Is this a bad thing? No, it means startups have to compete harder and smarter.
Time to make better software, software an FDE at the labs can't make.
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