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