It's been an insane week for AI. Two GPT-4 level competitors, Google's AI espionage, Elon suing OpenAI, Midjourney drama, open-source robotics, and more. Here's everything that you need to know:
MARKET TRENDS
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Institutional opportunities in digital assets and traditional finance bridge
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Spoke at the Digital Assets: Realised in #HongKong on “Where are the biggest institutional opportunities?” #etf #stocks #bonds #MutualFunds Anndy Lian: “As Senior advisor to Peach Income fund, we bridge tradfi and digital markets globally.”
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Groq’s Brighter Outlook Compared to Stranger in a Strange Land
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"The man who introduces grok to Earth comes to an unpleasant end in Stranger in a Strange Land. For Groq, the outlook seems brighter." — @iainwmorris
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EU’s New AI Rules: What Gets It Right
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What the #EU Gets Right with its New #AI Rules By Anndy Lian
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Five Key Success Factors for AI Adoption Strategy
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Business leaders can act boldly and strategically to achieve organizational readiness for AI. Here are five key “success factors” that can serve as cornerstones for leaders as they drive AI adoption strategies. Source @kearney Link https://
bit.ly/3SrgiUd via @antgrasso #AI -
Generative AI Revenue Market Size and OpenAI’s Market Share
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My tweet says 4B (2B consumer + 2B enterprise). OpenAI is half of that. Note that the relevant quantity is gen AI derived revenue from companies that train their own models and directly monetize them. Not all revenue made by anyone using gen AI (e.g. some company using a 3rd
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AI Chip Economics: VC Loss, Big Tech Profits, Uncertain Returns
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~1/3rd of the chips are bought via venture capital that won't see a return. 2/3rds are big tech. That portion is mostly to provision cloud services (which are very profitable). In turn, these cloud services are sold to companies which may or may not see a return from their models
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Groq Reports Strong Demand Across Enterprise and Developer Segments
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"We’re seeing a ton of demand across the board, from Fortune 50s all the way to individual developers… a wide variety of use-cases including AI copilots, financial trading platforms & content generation." — @lifebypixels in @cerebral_valley
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Microsoft Google Apple AI execution and answer engines
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Who is executing well, and who is executing poorly, between Microsoft & Google? What do you think of Apple in AI? Is "answer engine" a similar change to the kind Google's Pagerank brought to web portals 20 years ago? What does it mean to search like Jensen Huang? These are some
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Inflection Pi GPT-4 Class Upgrade: AI Designed as Your Best Friend
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I think we should be talking about Inflection’s Pi more. They released a near GPT-4 class upgrade to their AI this week in service of a very different vision of AI, one designed to be your best friend rather than an assistant. And it seems to be working, for better or worse.