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AI Model Commoditization and Pricing Power

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Joe Lonsdale: American Optimist

Episodes

Joe Lonsdale: American Optimist

Joe Lonsdale: American Optimist · Feb 17, 2026

Ep 142: Understanding the AI Wave with 8VC's Alex Kolicich & Jack Moshkovich

Enterprise Software Transformation (1.0 to 3.0)Vertical AI Applications vs. Horizontal Models Forward-Deployed Engineer (FDE) Sales Motion AI Agent Autonomy and Human Escalation Data Gravity and Workflow Lock-in