[texas2toss]

Do you think there is the possibility of consumer or end-user apps collecting enough specialized data to move downwards on your graph to infra and foundational models?

[eladgil]

I think this is already true for things based on diffusion models - e.g. Midjourney, Pika etc

For LLMs, Character and ChatGPT are arguably two vertically integrated consumer apps (with some B2B applications for ChatGPT as well)