The MAD Podcast with Matt Turck State of AI 2024: Frontier Models, AI Geopolitics and The Robotics Renaissance | Nathan Benaich, Founder, Air Street Capital
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Nov 14, 2024 Nathan Benaich, founder of Air Street Capital and creator of the influential 'State of AI' report, discusses the latest trends in AI. He highlights a shift from existential concerns to a monetization race in the industry. Nathan predicts the emergence of generative AI apps that could dominate app charts by 2025, and he dives into the state of foundational models. He also addresses the obstacles in humanoid robotics and the implications of global AI regulations, showcasing an evolving landscape in technology investment.
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AI Vibe Shift
- The AI industry shifted from existential risk concerns to monetization.
- People now realize AI models are hard to deploy and often wrong.
Foundation Model Evolution
- Foundation models are becoming multimodal, incorporating text, images, and audio.
- China's contribution to open-source AI models has increased significantly despite sanctions.
Open Source vs. Closed Models
- Meta's open-source Llama model contributed to a substantial increase in their market cap.
- Despite Llama's popularity, OpenAI and Anthropic's revenues continue to grow.