On diffusion of innovation, the need for strong business models, lower inference costs benefiting apps and investing in infrastructure as a strategic advantage
"Inference favors strong business models: Companies with sustainable business models will benefit most from AI’s increasing reliance on inference-heavy compute."
Seems like training heavy compute would have the same takeway no?
"Infrastructure as a moat: Big Tech continues massive AI CapEx investments, seeing compute scale as a long-term strategic advantage."
Infrastructure might be a most right now but I could see that pretty easily being a huge liability if scaling laws stop and enterprises can't find profitable ways to deploy generative AI apps. I think apple's second mover advantage to wait and see this race to AGI is more prudent than herd mentality, granted their apple intelligence product sounds terrible.
Good point on Apple, it takes some bravery to stand out of what looks like a boys' club all showing off their big capex! Are they missing out on building a moat (that could be a good use of their cash) or are they outsmarting everyone?
"Inference favors strong business models: Companies with sustainable business models will benefit most from AI’s increasing reliance on inference-heavy compute."
Seems like training heavy compute would have the same takeway no?
"Infrastructure as a moat: Big Tech continues massive AI CapEx investments, seeing compute scale as a long-term strategic advantage."
Infrastructure might be a most right now but I could see that pretty easily being a huge liability if scaling laws stop and enterprises can't find profitable ways to deploy generative AI apps. I think apple's second mover advantage to wait and see this race to AGI is more prudent than herd mentality, granted their apple intelligence product sounds terrible.
Good point on Apple, it takes some bravery to stand out of what looks like a boys' club all showing off their big capex! Are they missing out on building a moat (that could be a good use of their cash) or are they outsmarting everyone?