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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.



the value creators are all the researchers that have invested untold hours into designing the models and collecting the data.


I think both those researchers and the researchers who did the same but with chip design are "value creators"




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