For the Hyperscalers, There's No Such Thing as "Spending Too Much on AI"

NLW discusses the commoditization of LLMs and reflects on a new essay from VC Sarah Tavel about the logic behind the Foundation Model companies' seemingly endless appetite to spend on the AI build-out. Read the piece: https://www.sarahtavel.com/p/the-big-stack-game-of-llm-poker Concerned about…