4 ms·
It's going to take a big tech company or partnership wit a tech company to compete in this space, given the massive compute requirements. Apple is a hardware c
by dougmwne 4y ago
It's going to take a big tech company or partnership wit a tech company to compete in this space, given the massive compute requirements.
Apple is a hardware company and it's doubtful they will ever be a direct competitor.
Google is an AI powerhouse, but they are a mess internally and seem to be too terrified of their brand reputation to actually release any of their work as products. They have potential, but might fail to execute.
Amazon seem like a strong potential if they can build on their AWS products.
Meta is off chasing VR, so probably not unless they execute a big pivot. Lots of impressive researching coming out of them though.
Microsoft already seems to be in the lead with their investment in OpenAI and the speed they are pushing it into their products.
So if the LLM potential is really as big as it seems, some combination of these companies is probably going to own the market. Whether thats an extra 10 billion of market cap or 10 trillion of market cap remains to be seen. personally I have some small investments, but it's a single digit percent of my NW.