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Josh Wolfe on Where Investors Will Make Money in AI
Odd Lots
The Future of AI Models: General vs. Specialized
How many winners can there be at the foundational model level?/nOpenAI will continue to invest in developing models that have multi-modal capabilities./nGPT-4 was trained on the public internet and may provide inaccurate information./nSmaller, specialized models are expected to emerge in the financial and healthcare industries./nBloomberg is predicted to be a significant player in the next wave of specialized models./nOpenAI is effectively controlled by Microsoft through a strategic deal./nGoogle is closely tied up with Anthropic through equity investments./nMeta is embracing open source to avoid regulatory scrutiny and enhance connectivity.
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