Generative Now | AI Builders on Creating the Future Generative Quarterly with Semil Shah: AI Expectations vs Reality, Tech Trends, and 2025 Predictions
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Dec 26, 2024 Semil Shah, a savvy investor, joins Michael Mignano to dissect the AI landscape of 2024. They explore how expectations for AI have evolved, emphasizing the successes and failures of AI consumer devices. Shah shares insights on venture capital trends and the implications of rising tech titans like Jensen Huang. With predictions on IPOs and M&A activities through 2025, they also draw parallels between sports investments and tech strategies—illuminating the intersection of innovation and market dynamics.
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2024 AI Hype vs. Reality
- Many feel 2024 did not meet the high AI expectations set in 2023.
- Technical advancements continued, but progress felt slower compared to the prior year.
AI Progress: Cost and Timing
- AI advancements are inevitable, but cost and timing are uncertain.
- Extrapolating rapid progress can lead to unrealistic expectations.
AI's Horizontal Impact
- AI's impact is potentially bigger than the iPhone, more like the advent of the internet.
- Value capture may concentrate among fewer players due to high costs.