Lerer Hippeau Seeing Second Generation of AI Startups
THE SO WHAT
A “second generation” of AI startups emerging while OpenAI, Anthropic, and xAI soak up capital means new companies must either be hyper-vertical or infra-adjacent to get funded. Founders should assume their seed pitch needs a clear wedge against the hyperscalers’ platforms, not just “we use LLMs.”
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