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This mostly depends on what you mean by "these AI companies". If you're only referring to the big players creating foundation models, like OpenAI and Anthropic

by edanm 2y ago

This mostly depends on what you mean by "these AI companies". If you're only referring to the big players creating foundation models, like OpenAI and Anthropic, it's mostly speculation of future improvements and revenue, because the amount of money they've raised pretty much requires massive returns. This is similar to how most venture capital works, e.g. Amazon was laughed at for being unprofitable for the first, what, 10 or 15 years of its life. If you're referring to a broader set of AI companies, then most of the more "normal" AI companies have raised far less money, and are usually eyeing more clear use cases and are sometimes already generating real revenue. For them, I'd say it's not all speculation, a lot of it is productizing and monetizing this new technology that's come along, and is the obvious "low hanging fruit" that actually needs to get done.

n_ary 2y ago
> If you're referring to a broader set of AI companies, then most of the more "normal" AI companies have raised far less money, and are usually eyeing more clear use cases and are sometimes already generating real revenue. For them, I'd say it's not all speculation, a lot of it is productizing and monetizing this new technology that's come along, and is the obvious "low hanging fruit" that actually needs to get done. Most other noticeable(drummed up in news media and various other prominent online media) are mostly wrappers around big players' APIs, more commonly OAI. I have seen some using Mistral(mostly nerds), but if I were to say that if OAI sank, a broader set of AI SME will sink with it, because they are symbiotic. There are some covert "old fashioned" AI companies I know of, who are still stuck at previous era CV(majority) suddenly gained a lot of interest(+funding), but they are more well positioned to continue revenue generation compared to the more hyped smaller ones.

by edanm 2y ago

n_ary 2y ago

> If you're referring to a broader set of AI companies, then most of the more "normal" AI companies have raised far less money, and are usually eyeing more clear use cases and are sometimes already generating real revenue. For them, I'd say it's not all speculation, a lot of it is productizing and monetizing this new technology that's come along, and is the obvious "low hanging fruit" that actually needs to get done. Most other noticeable(drummed up in news media and various other prominent online media) are mostly wrappers around big players' APIs, more commonly OAI. I have seen some using Mistral(mostly nerds), but if I were to say that if OAI sank, a broader set of AI SME will sink with it, because they are symbiotic. There are some covert "old fashioned" AI companies I know of, who are still stuck at previous era CV(majority) suddenly gained a lot of interest(+funding), but they are more well positioned to continue revenue generation compared to the more hyped smaller ones.