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Business Model Divergence in AI Labs

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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

AI Model Commoditization and Pricing Power 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