We've decided not to invest too much at the [foundational] language model layer, to focus much more on ... how do these models interface with different verticals? So what are the modern vertical [software as a service] companies gonna look like...
You have to be really careful about getting into a crowded category ... [and] things that feel like a bolt-on ... like if generative AI didn't exist, this application shouldn't be built.
on the application layer, it generally starts with entertainment, companionship, escapism....And then once it reaches critical mass at that point, you then move to the more utility sides of applications ... an AI financial manager, or an AI interior designer or a travel planner ... and so when we're sifting through, that's when we get excited.
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