20VC with Harry Stebbings - What does the future of AI look like? 🤖
The conversation revolves around the investment prospects in leading AI companies such as OpenAI, Anthropic, and x.com. Despite their prominence, the speaker expresses hesitation in investing in these companies due to the homogenization of AI technologies. Each company is urged to differentiate itself and establish a unique identity. The speaker notes that while these companies employ top talent in the industry, the growth and maturation of language models have decelerated as they become commoditized. This shift has led to a strategic pivot in business planning, with a focus on 2025. The company plans to halt the addition of new software engineers next year, instead increasing its salesforce to better articulate the value of AI to clients. This approach underscores the importance of human labor in effectively communicating AI's benefits, despite the presence of digital labor.
Key Points:
- Investment in AI companies like OpenAI, Anthropic, and x.com is questioned due to technology homogenization.
- AI technologies are becoming commoditized, slowing growth and maturation of language models.
- Companies need to differentiate themselves to maintain a competitive edge.
- Business strategy is shifting towards increasing human labor, particularly in sales, to communicate AI's value.
- Focus on 2025 business planning, with no new software engineers but more salespeople to explain AI benefits.