Harry Stebbings Outlines Two LLM Win Strategies

Harry Stebbings, founder and host of the 20VC podcast and founder of the 20VC VC fund, posted a quote on the two paths large language models will win. Model providers can dominate the platform era by selling inference or shift upward to become application-layer companies with strong models. He stated that Anthropic seems to be following the application path. The post includes a 25-second video attachment of Eno Reye.