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Our reading
Capital moats make it unlikely many new large-language-model companies will emerge going forward.
Their wordsIn the future, it is unlikely that many new core LLM companies will get started due to capital moats, barring some new breakthrough that somehow doesn't spread quickly.
Their wordsWe are starting to see the shift from selling seats, to selling units of cognition.
Their wordsOften, adoption of AI is not a technology problem - it is an organization, process, and people issue.
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