Andreessen-Horowitz craps on "AI" startups from a great height | Locklin on science

Some significant real-world view of machine learning startups.

My TLDR summary:

1. Deep learning costs a lot in compute, for marginal payoffs
2. Machine learning startups generally have no moat or meaningful special sauce
3. Machine learning startups are mostly services businesses, not software businesses
4. Machine learning will be most productive inside large organizations that have data and process inefficiencies

The 3rd item is the one that I have seen the most.