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Kyle Mathews
@kam
My increasing conviction is that LLMs are just another tool in the product/engineering/startup toolkit — they're just too easy to use to be a moat. There's lots of tricks you can learn but they're easy to learn and immediately & widely copied. So the alpha remains in product sense and solving hard problems.
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July
@july
Honestly I couldn’t agree more. Foundational models are going to become monetized overtime and there’s no way that it’s going to be amount in any capacity. As you said, the real products are going to emerge from careful thought and conviction behind product and solving real problems
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July
@july
*commoditized not monetized
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Kyle Mathews
@kam
yeah, there's the initial rush to "AI changes everything!!!!" but it's settling out to "well, there's some more reasonably profitable cloud infra & devtools startups and a lot of products get better but the game is the same". TBD of course if LLMs do another jump in capabilities and whatever the 2nd order effects are.
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