Frontier AI slowdown a distraction, compute is the real constraint: early Anthropic backer Menlo Ventures
Menlo Ventures' Matt Murphy called the slowing down "a bit of a red herring", and said compute, not intelligence, is the real constraint, in an interview with ET at the fund's headquarters in Menlo Park recently. A 20 or 30% moderation in pace, he explained, would not have a dramatic impact on foundation model companies. "The models are already intelligent enough to serve the market in front of us… which is an enormous market for AI companies," he said.
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