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Discussion (18 Comments)Read Original on HackerNews
Halfway through the article, I find this:
> Near the center of the moment is a 37-year-old woman a smidge over five feet tall, with blonde hair and more energy than her frame seems built to hold. When she talks, her whole body is caught in the updraft of the thought. Her name is Sarah Guo.
>The wager the title refers to is that the big labs cannot build everything on top of their own models. Their customers are increasingly sick of paying for tokens, feeding the labs their data, and effectively training the company that may one day replace them, a dynamic one founder describes as not wanting to spend his life drinking Anthropic and OpenAI's water. So Guo bets on the application layer and on the picks and shovels, like Baseten, which lets companies run their own models and has grown revenue twentyfold in a year as token prices spiked.
That seems extremely embellished.