Open AI Dominance, Revenue and Partnering with Microsoft

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Open AI dominates with GPT models, but killer apps are lacking. Open AI has the potential to earn a significant portion of NLP revenues, especially with integration into Microsoft. Open AI generates $80 million monthly and is on track to reach $1 billion in 12 months. Microsoft's tie-up with Open AI is uncertain as they are exploring their own customized solutions. It is unclear if there will be a long-term winner in generative AI. Platform shifts are usually positive-sum games with opportunities for both startups and incumbents.

An exploration of defensibility, value capture and economic structure in artificial intelligence. With excerpts from: https://www.wsj.com/articles/ai-has-finally-become-transformative-humans-scale-language-model-6a67e641 https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/ https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ https://a16z.com/2023/08/11/cloud-lessons-for-the-ai-era/ https://a16z.com/2023/08/30/financial-opportunity-of-ai/ ABOUT THE AI BREAKDOWN The AI Breakdown helps you understand the most important news and discussions in AI. Subscribe to The AI Breakdown newsletter: https://theaibreakdown.beehiiv.com/subscribe Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown Join the community: bit.ly/aibreakdown Learn more: http://breakdown.network/