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by Workaccount2 632 days ago
...and then being blown up when the AI company integrates their idea.
1 comments

Not exactly.

At least in the cybersecurity space, most startups have 3-5 year plans to build their own foundational models and/or work with foundational model companies to not directly compete with each other.

Furthermore, GTM is relationship and solution, and an "everything" company has a difficult time sympathizing or understanding GTM on a sector to sector basis.

Instead, the foundational ML companies like OpenAI have worked to instead give seed/pre-seed funding to startups applying foundational MLs per domain.

OpenAI/Microsoft are building a $100B+ datacenter for foundation models and pitching ideas for $1T+. Compute is the primary bottleneck, startup competitors will not be physically possible.