20VC: Scale's Alex Wang on Why Data Not Compute is the Bottleneck to Foundation Model Performance, Why AI is the Greatest Military Asset Ever, Is China Really Two Years Behind the US in AI and Why the CCPs Industrial Approach is Better than Anyone Else's
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Value of AI Services vs AI Models
AI services are projected to generate more revenue in the next five years than AI models, with examples like Accenture and OpenAI already making billions in revenue. The challenge lies in the learning and adoption curve for large enterprises, making services a crucial component for businesses to scale. The value capture in AI is a critical question, similar to Intel's case study where they had to shift their focus in different parts of the stack over time. The evolution and uncertainty in the AI landscape make it challenging to predict where the value will accumulate.
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