Two Big Questions About SenseTime and AI Software Business Models (114)
This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It's a fascinating company for looking at the evolving business models of AI software. The two big questions are:What are the unit economics of large AI companies?What types of scale advantages and network effects do large AI companies?You can listen to this podcast here or at iTunes and Google Podcasts.Here is my new book:Moats and Marathons (Part 1): How to Build and Measure Competitive Advantage i...