Business Models

“The next set of winners will be firms that capitalize on service-as-a-software, i.e., taking human-intensive services and putting a thick layer of AI on top to scale with less labor. This is a fancy way of saying there will be more consumer-facing AI applications.”

“The next set of winners will be firms that capitalize on service-as-a-software, i.e., taking human-intensive services and putting a thick layer of AI on top to scale with less labor. This is a fancy way of saying there will be more consumer-facing AI applications.”

“I put forward a few years ago that actually OpenAI could stop making models and be one of the most valuable companies in the world just because of ChatGPT. That’s their most valuable asset. And part of the problem that they have is that was definitely the case in 2023 and 2024, but they never… You have to actually build the business model around that.”

“If I just charge everybody here $20 a month, I'd be making money. It cost me so little to generate a song and generate a video that I'd be making money right off the bat. And it could change tomorrow, right? But then just like anybody else, that's how you plan.”