Posting a video summary of our panel by DVC, M12 - Microsoft's | Davidovs Sharing

Posting a video summary of our panel by DVC, M12 - Microsoft's Venture Fund, Microsoft, and Modernist. Panelists included Michael Stewart, Jessica Greenwalt, and Theodore Summe.
Questions covered:
- The implications of the "We have no moat, and neither does Open AI” paper.
- Can startups and the OSS community really compete with Open AI, Microsoft, and Google?
- Sam Altman's call for AI regulation. Is it a necessity or a strategy to fend off competition?
- The future of AI startups. Are specialized applications the answer due to high foundational model costs?
- Rising customer acquisition costs and the shift from tech to distribution moats. What strategies can startups use to retain users and create exit barriers?
- The impact of LLMs on businesses. Will VCs invest? Will corporations like Microsoft use them as a sales channel or compete?
- The changing AI sector. How are VCs adjusting their investment criteria? What do they look for in an AI startup?

Here's the vid: