Gurley says if scaling laws are hitting limits it has implications but doesn't mean AI is done.
“if the the comment, you know, that you read earlier is true and that these and that they're not getting the benefit, there are implications.”
Gurley argues LLMs alone won't be winners without durable differentiation enabling monopoly-like pricing.
“I'm not sure that LLMs, like, if that's all you have going for you, I'm not sure that's going to be the winner.”