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Josh Wolfe on Where Investors Will Make Money in AI

Odd Lots

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The Future of AI Models: General vs. Specialized

The future of AI models is predicted to involve both general and specialized models. OpenAI will continue to invest in and develop general models that can perform multiple tasks. However, there are limitations to these models as they are trained on the public internet and may provide misinformation. To address this issue, specialized models are expected to emerge in industries such as financial data and healthcare, where accuracy is crucial. Companies like Bloomberg and major healthcare systems are likely to lead in developing these smaller, industry-specific models. It is noted that big players in AI, such as OpenAI (captive to Microsoft), Google (with ties to Anthropic), and Meta (formerly Facebook) are making strategic deals and investments to strengthen their positions in the AI space. Meta's focus on the metaverse and embracing open source models is seen as a move to connect and compete with OpenAI. Close attention should be paid to Meta's upcoming releases and partnerships.

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