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I’ll take the other side, here are a few approaches that advantage app layer startups: 1 Categories that benefit from being *multi-model* - labs and big tech will only ever be able to offer their 1P models and in coding / creative tools etc you get better results by multiplexing across many providers 2 Cornered resource (data) - you note this but there are many categories where startups have locked up a proprietary dataset and are 10x better than labs (open evidence, vlex) 3 Networks / compounding loops 4 Ecosystems that imply a ton of feature surface area (sure you can replicate Granola’s recorder but is OpenAI really going to build the entire ecosystem of productivity apps implied by it) The labs are ambitious and formidable but this is the same as saying Google will win everything on the web in 2004…
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
I’ll take the other side, here are a few approaches that advantage app layer startups: 1 Categories that benefit from being *multi-model* - labs and big tech will only ever be able to offer their 1P models and in coding / creative tools etc you get better results by multiplexing across many providers 2 Cornered resource (data) - you note this but there are many categories where startups have locked up a proprietary dataset and are 10x better than labs (open evidence, vlex) 3 Networks / compounding loops 4 Ecosystems that imply a ton of feature surface area (sure you can replicate Granola’s recorder but is OpenAI really going to build the entire ecosystem of productivity apps implied by it) The labs are ambitious and formidable but this is the same as saying Google will win everything on the web in 2004…
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
RT @onexdrk: Really proud to share something we shipped in @wabi last week! We built split bundle architecture because we're not just buil…
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
RT @ekuyda: there really was a lull in terms of interest in language models at some point - Google was still working on them but without ev…
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
RT @krea_ai: introducing Krea Nodes. our most powerful tool to date; all Krea in one interface. comment to get early access 👇 https://t.c…
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
RT @joshelman: When I was a VC, I really wanted to invest in @ekuyda and almost got the chance to. What she and her team built with Replika…
AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu