Two Big Questions About SenseTime and AI Software Business Models (Asia Tech Strategy – Podcast 114)

In this podcast, Jeffrey Towson discusses two big questions about the business models of AI software companies: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies have? He argues that AI software companies are still in the early stages of development, and that the answers to these questions will depend on how the market for AI software evolves in the years to come.