Rob May, GP @ Half Court
AI companies face a critical economics choice: renting API inference at scale erodes margins via super-linear token costs, while owning and distilling models into fine-tuned assets flips the structure to predictable, depreciating costs and defensible moats. The framework clarifies when ownership's upfront investment pays off.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · Enterprise Software · Fintech
Published by Investing in AI · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.