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Who Owns the Generative AI Platform?
- yarapavan 3y agoNotes: 1. Early Tech Stack Emergence: Generative AI is at the infancy of its tech stack development with startups creating foundational models and AI-native apps. 2. Real Market Gains: Generative AI is making strides with models like ChatGPT and applications achieving significant revenues within a year of launch. 3. Value Accrual Uncertainty: It's unclear where the value will accrue in this market, though infrastructure vendors seem to be gaining substantially. 4. Generative AI Stack: The stack comprises applications, models, and infrastructure, each with distinct roles in the ecosystem. 5. Retention and Differentiation Struggles: Early generative AI apps face challenges in customer retention and product differentiation, impacting sustainable business growth .