The Next Generation of Opportunities
The next big opportunities in AI lie in the application layer, where innovations can build on the existing infrastructure.
The next big opportunities in AI lie in the application layer, where innovations can build on the existing infrastructure. At the hardware level, NVIDIA dominates, while hyperscalers like Amazon, Google, and Microsoft aim to provide utility-like platforms for compute and storage. Large language models (LLMs), including OpenAI, Anthropic, and Canada's Cohere, represent the horizontal infrastructure for AI applications.
Other Highlights
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You Shouldn't Try to Take on AGI
Narrow AI is where most machine learning applications excel, solving specific problems. AGI requires massive resources that only a few companies can pursue.
My Favorite Is Health
There will be many companies focused on vertical applications, leveraging GenAI and LLMs with a deep understanding of industry-specific workflows and data.
Three Big Lessons
Successful teams are multifaceted, combining machine learning experts with software engineers, product managers, and subject matter experts.
The Next Generation of Opportunities
The next big opportunities in AI lie in the application layer, where innovations can build on the existing infrastructure.