What were the biggest trends in AI in 2023 that will accelerate into 2024? What will change/what is overhyped? In this episode, we go through charts and reports from Coatue's recent AI report to dissect the key assertions made about the future of AI, from its transformative impact on technology to the burgeoning role of open-source. We'll highlight the most compelling insights, challenge hyperbole, and correct any misleading narratives we find.

Whether you're an AI enthusiast or skeptic, this episode promises a nuanced exploration of AI's potential and pitfalls, offering a clear-eyed perspective on what's genuinely revolutionary and what's just hype in the world of artificial intelligence.

The Report: https://www.coatue.com/blog/perspective/ai-the-coming-revolution-2023

Chart 1: "Despite intense demand, AI compute costs have decreased" - Page 78

Chart 2: "Problem: Model evaluation is broken today" - Page 88

Chart 3: "Synthetic data can augment fine-tuning" - Page 62

Chart 4: "Data quality is just as important as data quantity" - Page 61

Chart 5: "Data scarcity is a potential wall to scaling models" - Page 60

Chart 6: "AI regulation may be more likely than most think" - Page 26

E9: Exploring AI's Frontier in 2024: Promise vs. Reality in Tech's New Era