RiskReversal Pod Is the GenAI Glass Half Full Or Empty with Deirdre Bosa, Michael Dempsey & Jonathan Godwin | Okay, Computer.
Sep 25, 2024
Deirdre Bosa, the host of CNBC's TechCheck, joins Dan Nathan to dive into the evolving landscape of AI investments, uncovering the implications of tech giants like Google and Amazon backing companies such as Anthropic. They debate the longevity of generative AI while discussing rapid revenue growth at firms like OpenAI. Later, Michael Dempsey and Jonathan Godwin share insights on using AI in climate tech and advanced materials, all while exploring market dynamics and potential overcapacity in AI infrastructure.
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AI Valuations vs. Revenue Growth
- AI companies' valuations are skyrocketing, fueled by massive investments from mega-caps like Google, Amazon, and Microsoft.
- Despite this, revenue growth in companies like OpenAI and Anthropic is also rapid, potentially making them 'cheaper' relative to sales.
Mainstream AI Adoption Through Search
- While early adopters use chatbots, mainstream users may experience AI through traditional search engines like Google incorporating Gemini.
- This broader integration of AI within existing platforms could be a key strategy for mass adoption.
Meta AI: A Dark Horse?
- Meta AI, despite its large user base, hasn't gained significant traction yet, with some users posting disclaimers about data privacy.
- Its success on WhatsApp, however, might signal its potential as a dark horse in the AI race.