The Hidden Math of AI

One of the coolest things about the profile of entropic and perplexity and canon these businesses is the math actually pencils out. You'll hear these founders talk about like in the foundation model phase it's a bit misleading because the P&L doesn't match beautifully but you should think of these model releases as a product in and of themselves and there's a healthy life cycle to that product and so you're monetizing last year's training in this year's revenue line while you're investing in next year's mod ...