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Scoping the Enterprise LLM Market
AI + a16z
Bespoke Models vs. Dominant Use Cases
There is a market for both bespoke models tailored to specific needs of regulated industries and companies seeking differentiation, as well as dominant use cases like chat GPT. The continuous evolution of models like GPT-4 makes them relevant despite their age. Building a chip for specific models can be justified by the scale of usage, such as having 100 million subscribers paying monthly fees. This shift in thinking recognizes hardware as adaptable and cost-effective, contrary to the traditional view of it being an expensive and fixed entity.
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