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Generative Now | AI Builders on Creating the Future cover image

Sarah Guo and Elad Gil: The Future of AI Investing

Generative Now | AI Builders on Creating the Future

NOTE

Staggered Waves of Human Capital in AI Development

The development of AI can be categorized into staggered waves of human capital. The first wave consisted of individuals working on LLMs and foundation models at organizations like Google, OpenAI, and Facebook. The second wave involved hardcore developers, infrastructure personnel, and founders of companies providing the stack for AI models. The third wave is expected to focus on B2B apps, followed by a wave on the consumer side. The fifth wave is projected to be enterprise adoption, involving individuals with a mix of technical competency, product versus engineering focus, and varying thinking processes. Subsequent waves will involve people staggered in time and expertise, ultimately leading to the evolution of AI development.

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