NLW discusses the commoditization of LLMs and reflects on a new essay from VC Sarah Tavel about the logic behind the Foundation Model companies' seemingly endless appetite to spend on the AI build-out.

Read the piece: https://www.sarahtavel.com/p/the-big-stack-game-of-llm-poker

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For the Hyperscalers, There's No Such Thing as "Spending Too Much on AI" 17:37 Share

The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

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For the Hyperscalers, There's No Such Thing as "Spending Too Much on AI"