It's pretty obvious to me that whoever has the distribution and compute wins. Distribution allows you to acquire customers at zero and compute allows you to discount beyond other providers. Model/data is not a moat. If you build something good people will train on your outputs.
ECONOMY
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GenAI Desktop Apps: Free Models With Feature-Based Monetization
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Have a wild theory. I think more GenAI products will be desktop apps and be free or near free to use. We’re making inference possible on shit devices and it makes no sense to charge a user $20 when you can charge them only for feature unlock. Adobe style.
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Fast Delivery Economics: Who Really Pays the Price
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Hence (amongst other things) the 10 min delivery analogy. You get free lunch. I get free lunch. We all get free lunch except those who foot the bill
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Startups Shutdowns and Acquisitions Erode Shareholder Value
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by that i mean: companies getting shut down or acquired (often back to the companies from which they left) and shareholders (teams and investors) losing their money
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Needham Downgrades Chip Stocks Amid AI Hype Skepticism
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Don’t believe the AI hype: Needham downgrades Applied, ACLS, etc. Even if Nvidia’s incremental chip demand for AI doubled, it would’t drive a lot more wafers to be manufactured at Taiwan Semi. https://
thetechnologyletter.com/the-posts/dont
-believe-the-ai-hype-needham-downgrades-applied-acls-etc
… $AMAT $ACLS $AEIS $NVDA $TSM $KLAC $ONTO $NVMI #investing -
Foundation AI Funding Boom Mirrors Failed Delivery Startup Bubble
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Massive funding of foundation AI model companies eerily reminds me of massive funding of 10 min grocery delivery companies. Particularly because the firms that did the latter are doing the former. Honestly don’t think it’ll end well.
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EU Parliament Approves AI Act Regulating Tech Giants
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Europe moves ahead on #AI regulation, challenging tech giants’ power https://
washingtonpost.com/technology/202
3/06/14/eu-parliament-approves-ai-act/
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Three Ways Workers Can Prepare for AI Future
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3 things workers can do to prepare for #AI and the #FutureofWork https://
bit.ly/3KHygwq via @FastCompany -
OpenAI’s Pricing Strategy: Cost, Lock-in, and Market Implications
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It of courses raises a ton of questions. How can OpenAI do this in the first place, and why now? Do they sell it at cost (or at a small loss) to keep people locked into the OpenAI ecosystem? Etc. etc. etc.
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AI Pricing Wars: Major Price Cuts Strategy Explained
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So, if you can't win on quality, you do the next best thing: win on price. It's one of the most aggressive price cuts we've seen as far as AI products go so far. And a devs I've spoke with have hoped for big price cut like this—from OpenAI or someone else.