No Priors: Artificial Intelligence | Technology | Startups Hyperscaler strategy in AI, the application landscape heats up, and what we know now about agents with Sarah and Elad
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Apr 11, 2024 Sarah and Elad dive into the exciting world of AI, comparing its rapid evolution to the internet boom. They explore significant investments in AI, including the Microsoft/Inflection deal, and discuss emerging trends in voice cloning and video technology. The conversation highlights advances in agentic user interfaces, making interactions with AI more intuitive. Lastly, they uncover the growing prosumer market, emphasizing how advanced tools like Canva are shaping user adoption and enhancing decision-making in the digital landscape.
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AI Model Landscape Shift
- Several GPT-4 level AI models may emerge by year-end, some open-source.
- This challenges prior beliefs about AI monopolies.
Hyperscalers and Model Hosting
- Compute scaling is a dominant factor in model development, benefiting established players.
- Cloud providers might capture significant value in the AI market by hosting models.
Microsoft's AI Strategy
- Microsoft's investment in Inflection AI signals its commitment to AI product leadership.
- This may also be a hedge against over-reliance on OpenAI.