Reactions from ranked influencers
7 posts
If you thought the value of the AI ecosystem was going to be only accrue to a few companies, the past few months have represented a turning point in what the future of AI might look like. Just in the past few weeks, I've met with a couple dozen startup founders that are doing some of the most interesting work that I've seen in 2 decades of being in silicon valley. It's clear that there's going to be incredible innovation and growth coming out of the frontier AI labs, and they will continue to push the limits of what model progress looks like. They have the scale of compute, large revenue streams and customer bases, incredible researchers, large data pipelines, and more, to continue to stay at the forefront. And at the same time, there’s an amazing ecosystem starting to play out to diffuse AI into the real world, taking on a variety of approaches that build on top of these frontier models or offer alternative visions that can credibly work as well. Here are just a few of the categories that seem to be working right now: * There’s an ecosystem of companies that will help enterprises and ISVs develop their own models tuned for their specific use cases, and run the inference for them. This can drive additional performance gains and cost effective approaches to getting AI into workloads across different domains. * Applied AI companies that are delivering the end-user experience and business process tools necessary to actually driving enterprise adoption - including legal, IT, security, HR, customer support, coding, and more. These companies can work with any model and act as a routing layer, but deeply understand the enterprise workflow, can drive change management, actually get to the data necessary to work with, and more. * New labs emerging that go deep in particular domains that are either not the focus areas of frontier labs or require a deep level of vertical expertise to stay ahead. Life sciences, financial services, healthcare, and more all have labs that will be able to bring completely new approaches to large enterprises across the economy. * There’s all new infrastructure emerging to run models and agents effectively, protect and govern how they operate, store and secure the data they work with, and help enterprises orchestrate their activities. Multiple layers of this stack all being built up right now that will help drive enterprise adoption. * New services firms that can actually drive the change management in enterprises necessary to the diffusion of AI. There will be hundreds or even thousands of new firms that emerge in lines of business or specific industries that can enable agents to be adopted. I’m probably even missing a few categories, but this is what an incredible healthy technology ecosystem looks like. Way too early to call the winning architectures, and in reality it’s going to be a heterogenous environment as all other tech markets have become. Very exciting.
@levie And… lots of innovation just brewing in consumer that will build incredible new experiences for daily use outside work, leveraging the benefits of all these models and infrastructure! And of course the new Siri AI too :)
Aaron is out there hearing firsthand from the largest and most diverse group of real companies that make real products and service and want to do real things with AI today and is sharing all this with us right here!
If you thought the value of the AI ecosystem was going to only accrue to a few companies, the past few months have represented a turning point in what the future of AI might look like. It's clear that there's going to be incredible innovation and growth coming out of the frontier AI labs, and they will continue to push the limits of what model progress looks like. They have the scale of compute, large revenue streams and customer bases, incredible researchers, large data pipelines, and more, to continue to stay at the forefront. And at the same time, there’s an amazing ecosystem starting to play out to diffuse AI into the real world, taking on a variety of approaches that build on top of these frontier models or offer alternative visions that can credibly work as well. Here are just a few of the categories that seem to be working right now: * There’s an ecosystem of companies that will help enterprises and applied AI companies develop their own models tuned for specific use cases, and run the inference for them. This can drive additional performance gains and cost effective approaches to getting AI into workloads across different domains. * Applied AI companies that are delivering the end-user experience and business process tools necessary to actually driving enterprise adoption - including legal, IT, security, HR, customer support, coding, and more. These companies can work with any model and act as a routing layer, and deeply understand the enterprise workflow, can drive change management, actually get to the data necessary to work with, and more. * New labs are emerging that go deep in particular domains that are either not the focus areas of frontier labs or require a deep level of vertical expertise to stay ahead. Life sciences, financial services, healthcare, and more all have labs that will be able to bring completely new approaches to large enterprises across the economy. * There’s all new infrastructure emerging to run models and agents effectively, protect and govern how they operate, store and secure the data they work with, and help enterprises orchestrate their activities. Multiple layers of this stack all are being built up right now that will help drive enterprise adoption. * New services firms that can actually drive the change management in enterprises necessary to the diffusion of AI. There will be hundreds or even thousands of new firms that emerge in lines of business or specific industries that can enable agents to be adopted. I’m probably even missing a few categories, but this is what an incredible healthy technology ecosystem looks like. Way too early to call the winning architectures, and in reality it’s going to be a heterogenous environment as all other tech markets have become. Very exciting.
If you thought the value of the AI ecosystem was going to only accrue to a few companies, the past few months have represented a turning point in what the future of AI might look like. It's clear that there's going to be incredible innovation and growth coming out of the frontier AI labs, and they will continue to push the limits of what model progress looks like. They have the scale of compute, large revenue streams and customer bases, incredible researchers, large data pipelines, and more, to continue to stay at the forefront. And at the same time, there’s an amazing ecosystem starting to play out to diffuse AI into the real world, taking on a variety of approaches that build on top of these frontier models or offer alternative visions that can credibly work as well. Here are just a few of the categories that seem to be working right now: * There’s an ecosystem of companies that will help enterprises and applied AI companies develop their own models tuned for specific use cases, and run the inference for them. This can drive additional performance gains and cost effective approaches to getting AI into workloads across different domains. * Applied AI companies that are delivering the end-user experience and business process tools necessary to actually driving enterprise adoption - including legal, IT, security, HR, customer support, coding, and more. These companies can work with any model and act as a routing layer, and deeply understand the enterprise workflow, can drive change management, actually get to the data necessary to work with, and more. * New labs are emerging that go deep in particular domains that are either not the focus areas of frontier labs or require a deep level of vertical expertise to stay ahead. Life sciences, financial services, healthcare, and more all have labs that will be able to bring completely new approaches to large enterprises across the economy. * There’s all new infrastructure emerging to run models and agents effectively, protect and govern how they operate, store and secure the data they work with, and help enterprises orchestrate their activities. Multiple layers of this stack all are being built up right now that will help drive enterprise adoption. * New services firms that can actually drive the change management in enterprises necessary to the diffusion of AI. There will be hundreds or even thousands of new firms that emerge in lines of business or specific industries that can enable agents to be adopted. I’m probably even missing a few categories, but this is what an incredible healthy technology ecosystem looks like. Way too early to call the winning architectures, and in reality it’s going to be a heterogenous environment as all other tech markets have become. Very exciting.
Very insightful.
If you thought the value of the AI ecosystem was going to only accrue to a few companies, the past few months have represented a turning point in what the future of AI might look like. It's clear that there's going to be incredible innovation and growth coming out of the frontier AI labs, and they will continue to push the limits of what model progress looks like. They have the scale of compute, large revenue streams and customer bases, incredible researchers, large data pipelines, and more, to continue to stay at the forefront. And at the same time, there’s an amazing ecosystem starting to play out to diffuse AI into the real world, taking on a variety of approaches that build on top of these frontier models or offer alternative visions that can credibly work as well. Here are just a few of the categories that seem to be working right now: * There’s an ecosystem of companies that will help enterprises and applied AI companies develop their own models tuned for specific use cases, and run the inference for them. This can drive additional performance gains and cost effective approaches to getting AI into workloads across different domains. * Applied AI companies that are delivering the end-user experience and business process tools necessary to actually driving enterprise adoption - including legal, IT, security, HR, customer support, coding, and more. These companies can work with any model and act as a routing layer, and deeply understand the enterprise workflow, can drive change management, actually get to the data necessary to work with, and more. * New labs are emerging that go deep in particular domains that are either not the focus areas of frontier labs or require a deep level of vertical expertise to stay ahead. Life sciences, financial services, healthcare, and more all have labs that will be able to bring completely new approaches to large enterprises across the economy. * There’s all new infrastructure emerging to run models and agents effectively, protect and govern how they operate, store and secure the data they work with, and help enterprises orchestrate their activities. Multiple layers of this stack all are being built up right now that will help drive enterprise adoption. * New services firms that can actually drive the change management in enterprises necessary to the diffusion of AI. There will be hundreds or even thousands of new firms that emerge in lines of business or specific industries that can enable agents to be adopted. I’m probably even missing a few categories, but this is what an incredible healthy technology ecosystem looks like. Way too early to call the winning architectures, and in reality it’s going to be a heterogenous environment as all other tech markets have become. Very exciting.