> The one question to ask as a venture investor is: Is this company in line to be absorbed by the bitter lesson, or can it thrive by building for scale or true novelty? For founders, the question is even simpler: ==Are you building something models will replace, or something they need to exist?”== The bitter lesson: [[只包装基础模型能力的垂类 specialized AI 没有未来]] The two ways forward 1. **The model economy** -- compute as commodity, on-deivce AI OS, specialized data exchange, and security 2. **Post-skeuomorphic apps** -- [[With new technology, invent totally new workflow and avoid skeumorphism]]