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Visions of Web 3

Version One Ventures

Let’s explore the status and implications of each vertical. . They use a similar time bounded payment model as traditional cloud storage providers like AWS, GCP, or Azure. Their biggest differentiators are 1) censorship resistance and 2) (theoretically) lower costs.

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Thinking through AI as the next new platform opportunity

Version One Ventures

However, there is a good chance that several companies will offer similar AI platforms…in the same way that cloud computing is divided up between AWS (Amazon), Azure (Microsoft) and GCP (Google). If that’s the case, how can an AI enterprise company create a differentiated product on top of large language models (LLMs) like OpenAI?

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The Startup Pivot

Reid Hoffman

Microsoft went from MS-DOS to Windows to Office to many new reinventions, including Azure. For example, if you’re an early-stage SaaS provider that is shifting from a horizontal solution to a vertical focus, your mission, culture, and competencies can stay the same and the pivot transition will probably go smoothly.

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