Growth and network effects soon to return as a dominant forceThe AI landscape has evolved a ton in the past year, with many new entrants, booming traction for many AI-first products, and existential questions for foundation model startups. These questions include:What if there’s low defensibility for AI model startups, and there continue to be open source alternatives and new entrants that erode advantage over time? Who ends up winning instead?New AI-first apps benefit from novelty effect and ar...