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IMo that’s kind of like saying cloud servers aren’t a product. Tons of companies need servers, but nobody wants to manage that. AI is similar in my mind, many c

by soared 2y ago

IMo that’s kind of like saying cloud servers aren’t a product. Tons of companies need servers, but nobody wants to manage that. AI is similar in my mind, many companies will want (insert some use case for llms) but don’t want to manage it.

lolinder 2y ago
I'm not saying every random company is going to manage its own LLMs. I'm saying that the existing software solutions for any given industry are going to adapt and implement LLMs in their existing solutions. Github with copilot is a good example of what I'm talking about—new companies trying to be the software development LLM company don't really stand a chance of beating out GitHub. The same dynamic is playing out in every industry right now, and companies that are founded to be the AI solution for a given industry will not unseat the established players.
- zooq_ai 2y ago
  It could be both. There will be existing companies using AI to enhance UX (like Github) and there will be new companies whose UX you can't even imagine now
  - lolinder 2y ago
    One or two of those, maybe, but those are the Amazons who survived the bubble. They don't prove it wasn't a bubble.
randcraw 2y ago
Unlike cloud servers, AI isn't embedded into the cost of doing business (pretty much anywhere). Until it's essential it's not going to earn the kind of ROI that's needed to continue the current investment rate.