AI Market Splits Between Agentic Firms And Chat Compute Sellers
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Carlos E. Perez@IntuitMachineTECH
The latter companies can also sell slop to keep their captive audience engaged.
Carlos E. Perez@IntuitMachineTECH
The market has split between two kinds of AI firms. Those that have business models in the AI-agentic space (i.e., Anthropic, OpenAI) and those that have only clients that do chat (i.e., xAI, Meta). The latter can make a living by selling their excess compute capacity to the former.