The Real AI Moat Is Outside the Model | Karl Alomar
In this episode of Terminal Value, I’m joined by Karl Alomar, Managing Partner at M13 and former Chief Operating Officer of DigitalOcean, to discuss where value may accrue as AI models become cheaper, why proprietary context and data matter, and what makes an application difficult to replace.
We cover DigitalOcean’s developer-first strategy and just-in-time capacity planning, the GPU shortages that gave neoclouds their opening, inference efficiency, model pricing, real-time data infrastructure, and AI products embedded in core business operations. Karl also shares his view on AI-enabled…
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