Would love to learn how a16z measures who is 'creating the most value.' My guess? Vibes and a conflation of "customer facing" and "value creation."
And I would disagree - the chipmakers have produced most of the value and are reaping massive rewards right now. Certainly, the new LLM wrappers are not the value creators.
And I would disagree - the chipmakers have produced most of the value and are reaping massive rewards right now. Certainly, the new LLM wrappers are not the value creators.