Few areas of defensibility will lead to poor returns
It's more like $2.5M for data gathering, pre-processing, acquisition of ML Ops tooling, and training of a ~100B parameter model with ~1,000B tokens.
Generally most these companies will fail, but some will succeed.
Rob, super interesting insights. What’s an example of "Coordination layers"? Is that like Digital Asset Management type of tools?
Rob, are you familiar with the book “Digital Capital” (Harvard Business School Press, 2000) of which I was the principal author? This post reads like a direct application of what it says.
It's more like $2.5M for data gathering, pre-processing, acquisition of ML Ops tooling, and training of a ~100B parameter model with ~1,000B tokens.
Generally most these companies will fail, but some will succeed.
Rob, super interesting insights. What’s an example of "Coordination layers"? Is that like Digital Asset Management type of tools?
Rob, are you familiar with the book “Digital Capital” (Harvard Business School Press, 2000) of which I was the principal author? This post reads like a direct application of what it says.