Two Visions of the Future of Cloud Providers and AI Models

The chapter explores the contrasting visions of the future of cloud providers, discussing the possibilities of an oligopolistic model driven by major providers like AWS and Microsoft, as well as an open source future with smaller models. It delves into the concept of building defensible products on top of foundational models and highlights the importance of fine-tuning models with proprietary data. The chapter also touches on the future of AI models, the significance of data defensibility, and the parallels between early cloud computing adoption and the current state of AI models.