The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

Who Will Create and Capture the Most Value in AI?

Sep 3, 2023

18:15

Snipd AI

This podcast explores the shift in value creation and capture in generative AI, discusses how startups can create value in the AI field and the division of AI value capture between different layers. It also covers the concept of defensibility in the AI era, the economic impact of AI, and the potential value generated.

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Quick takeaways

Generative AI startups can explore and cater to new human behaviors, resulting in improvements in time, cost, and performance within existing markets.

Startups have the advantage of exploring new user behaviors and experiences, offering opportunities to capitalize on emerging use cases in the generative AI market.

Deep dives

The Value of Generative AI

Generative AI is seen as a game-changer that can bring a fundamental shift in the computing era. Unlike previous AI advancements, generative AI startups have the opportunity to explore and cater to new human behaviors and experiences. This has resulted in significant improvements in time, cost, and performance within large existing markets. The rise of generative AI is seen as the start of a new super cycle comparable to the advent of the microchip or the internet.

Companies Creating and Capturing Value in Generative AI

03:29

Open AI Dominance, Revenue and Partnering with Microsoft

04:09

Introduction

3min

The Potential of AI for Startups

8min

Value Capture in AI: Application, Infrastructure, and Foundation Layers

2min

Defensibility in the AI Era and Financial Opportunities

2min

The Economic Impact and Value Generation of AI

2min

An exploration of defensibility, value capture and economic structure in artificial intelligence. With excerpts from: https://www.wsj.com/articles/ai-has-finally-become-transformative-humans-scale-language-model-6a67e641 https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/ https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ https://a16z.com/2023/08/11/cloud-lessons-for-the-ai-era/ https://a16z.com/2023/08/30/financial-opportunity-of-ai/ ABOUT THE AI BREAKDOWN The AI Breakdown helps you understand the most important news and discussions in AI. Subscribe to The AI Breakdown newsletter: https://theaibreakdown.beehiiv.com/subscribe Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown Join the community: bit.ly/aibreakdown Learn more: http://breakdown.network/

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The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

Who Will Create and Capture the Most Value in AI?