New AI startup vs incumbents — conventional narrative is wrong
Original excerpt
A conventional narrative you might come across is that AI is too far along for a new, research-focused startup to outcompete and outexecute the incumbents of AI. This is exactly the sentiment I listened to often when OpenAI started ("how could the few of you possibly compete with Google?") and 1) it was very wrong, and then 2) it was very wrong again with a whole another round of startups who are now challenging OpenAI in turn, and imo it still continues to be wrong today. Scaling and locally improving what works will continue to create incredible advances, but with so much progress unlocked so quickly, with so much dust thrown up in the air in the process, and with still a large gap…
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