Who Owns the Generative AI Platform? | Andreessen Horowitz
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We’ve observed that infrastructure vendors are likely the biggest winners in this market so far, capturing the majority of dollars flowing through the stack. Application companies are growing topline revenues very quickly but often struggle with retention, product differentiation, and gross margins. And most model providers, though responsible for the very existence of this market, haven’t yet achieved large commercial scale.
We are incredibly bullish on generative AI and believe it will have a massive impact in the software industry and beyond.
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