Chi‑Hua Chien: Winners of the AI era will be personalized applications, not model vendors

Friends, I want to share an observation from the AI world.

— The model layer is becoming commoditized; true value will shift to applications.
— The lag between cloud frontier models and what can run locally is shrinking to months.
— Infrastructure is commoditizing: price competition and bundling are rising.
— Hyper-personalization boosts engagement and ARPU; this is evident in entertainment and healthcare.

Why it matters: the bet moves to product and personalization, not model sales.

Which sectors do you think will win first?

#AI #venture #personalization #product