Intro

Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase. 

SHOW: 962

SHOW TRANSCRIPT: The Cloudcast #962 Transcript

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SHOW NOTES:

THE SPECTRUM OF AI

• The early years of the Internet, we tried to replicate physical-based activities
• The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
• The early years of AI, “the leaders” are talking about curing cancer and double human longevity
• Cloud had “lift and shift”; AI has “get everyone a GenAI license”
• Where is the middle? Where is the rational discussion?
• Massive Funding
• Massive # of Consumer Users
• From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
• Unprofitable (except NVIDIA, Broadcom)
• Near monopoly of GPUs by NVIDIA
• Every couple months, the landscape seems to shift (OpenAI partners, Leading models, 
• Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
• Companies are laying off workers, or avoiding hiring because of promises of AI
• Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
• Today’s mantra is “Rub some AI Agents on it”

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