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.
MARKET TRENDS
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Midjourney’s Temporary Model Moat Will Disappear
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I've said this a million times, midjourney only had a temporary model moat that is going to disappear.
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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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Competing in an IoT World: Key Considerations and Strategies
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Considerations When You’re Competing In An IoT World
#AI #AIio #BigData #ML #NLU #Futureofwork @TunstallAsc @StrategyFintech @TamaraMcCleary @TerenceLeungSF @psb_dc @thomaspower @vinod1975 @ylecun http://
ow.ly/9vUo30svHTv -
US Bipartisan AI Bill Timing Shadows EU AI Act Adoption
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From a publicity perspective, why introduce a bipartisan bill about AI in the U.S. the same day as major news about AI in the EU with European Parliament adopting the AI Act? https://
hawley.senate.gov/hawley-blument
hal-introduce-bipartisan-legislation-protect-consumers-and-deny-ai-companies-section
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Enterprise Considerations for Generative AI Adoption Strategy
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Adoption Of Generative AI: What Should Enterprises Consider?
#AI #AIio #BigData #ML #NLU #Futureofwork @TopCyberNews @SpirosMargaris @MarshaCollier @MHiesboeck
@MHcommunicate @Fisher85M @MikeQuindazzi @NealSchaffer
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ow.ly/rmXR30svHU0 -
UK AI Strategy: Government Institutions Lag Behind External Experts
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Rebuttals like this one are of comedic quality… ATI has been around since 2015 and instead it’s outsiders, gov SpAds and think tanks that are alerting gov as to the importance of AI to the future of the UK and writing our national AI strategy. Jeez, let’s get real.
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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.