Elad Gil on Generative AI Opportunities, AI Agents, AI Market Structure, and LLM-infused products
Infinite Curiosity Pod with Prateek Joshi
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The Market Structure of Large Language Models
The biggest question in my mind is really the degree to which the proprietary models, the OpenAI GPT-4 model or some of the things that are coming from anthropic or Google are the like. At least so far, capital continues to be a real determinant of progress because you need so much compute with each new model. So I think the most likely default is the best models are oligopoly, and then open source is everywhere for everything else.
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