a16z's Gavin Baker: Enterprise future is open models plus private context
soumitrashukla9 · x · 2026-09-01
Gavin Baker of a16z argues that the future for the global 1,000 biggest companies involves using the best open-source model (potentially Nvidia's) combined with private enterprise context. He notes chip companies can fund massive training runs and sharing data with frontier labs is risky. The discussion also covers compute shortage risks and the opportunity to reindustrialize America.
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