For the Hyperscalers, There's No Such Thing as "Spending Too Much on AI"

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<p>NLW discusses the commoditization of LLMs and reflects on a new essay from VC Sarah Tavel about the logic behind the Foundation Model companies&#39; seemingly endless appetite to spend on the AI build-out. </p> <p>Read the piece: https://www.sarahtavel.com/p/the-big-stack-game-of-llm-poker</p> <p>Concerned about being spied on? Tired of censored responses? AI Daily Brief listeners receive a 20% discount on Venice Pro. Visit <a href="https://venice.ai/nlw">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://venice.ai/nlw ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>and enter the discount code NLWDAILYBRIEF.</p> <p>Learn how to use AI with the world&#39;s biggest library of fun and useful tutorials: https://besuper.ai/ Use code &#39;podcast&#39; for 50% off your first month.</p> <p>The AI Daily Brief helps you understand the most important news and discussions in AI.</p> <p>Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614</p> <p>Subscribe to the newsletter: https://aidailybrief.beehiiv.com/</p> <p>Join our Discord: https://bit.ly/aibreakdown </p>