LMArena Goes Startup, AI App Wars Begin, Scott Bair’s Design Playbook | E2114

all these AI companies, these models, they're building increasingly sophisticated models, but there's no

product. Like, what do they sell you? What is like the thing everybody wants to have that you need AI for? And I

think we're now starting to see the answer. It's like, well, those companies don't even necessarily have to build that stuff. They just wait for companies

to build an application layer on top of their models and then scoop up the best ones. And I mean, I think that's

inevitably what's going to start happening. People have been talking about where will the value acrew in the current AI rush. Will it occur at the