An exploration of defensibility, value capture and economic structure in artificial intelligence. With excerpts from:

https://www.wsj.com/articles/ai-has-finally-become-transformative-humans-scale-language-model-6a67e641

https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/

https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/

https://a16z.com/2023/08/11/cloud-lessons-for-the-ai-era/

https://a16z.com/2023/08/30/financial-opportunity-of-ai/

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