Jennifer Li
speaker
607 appearances
7 recordings
1 series
first heard Dec 2024
last heard 17 Sep
Jennifer Li’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
It like it's very hard to answer if OpenAI is a app company or is it infra company.
It already is building like infrastructure that's like a cloud running.
These models for different sector and different use cases, but at the same time building a consumer app that's ChatGPT.
We think of foundation model companies are similar, like Eleven Labs, they're a voice AI provider and they have the creator application that can use a studio to create voices, but at the same time they're also supplying the voices to these large scale enterprise use cases that are like fine tuning, cloning your own voice and distributing that through API.
So it's sort of both.
Yeah, on how defensibility worked for infrared companies before, largely it's really hard to let's say if you're building like a new database, like a new framework, it just takes a lot of expertise in the domain of understanding what has happened in the past, where did the field come through and what are the innovations that need to happen to polish, let's say, like a software into
this new abstraction to provide to developers.
Maybe one example I'm thinking of is like DuckDB.
It's like,
Such a high performance, small but really nimble database that it took four years for the team to write it.
To replicate that is really hard.
And that's generally what happened in the past infrastructure space.
It's like it takes these experts a lot of time to build like a new piece of security software, if it's like UB keys or if it's again like data breaks on Spark.
But now, as the AI infrastructure come through, like I think
A lot of those defensibilities still stays and zero true because these are earned secrets of what are the downfalls and guarantees other software run into where
These founders know
sort of the past and also looking into the future.
But I do feel like the adoption phase is just like really massive.
Who is going to earn the distribution and earn sort of the developer attention is going to be a different game.
steel growing at an insane speed.
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