The article suggests that these increasing requirements might lead to the AI market being dominated by a few leaders much earlier than other tech markets. However, it also expresses hope for breakthroughs in model training that could reduce the need for compute resources and data, enabling more competitors to enter the field.
Key takeaways:
- Building foundational AI models is becoming increasingly challenging due to rising requirements in terms of access to compute, data, and security, privacy, and trust.
- Acquiring the best NVIDIA cards for model building is difficult due to competition with large companies like OpenAI, Anthropic, AWS, Microsoft Azure, Google, and Meta.
- Access to valuable data sources is becoming more restricted due to changes in terms of service and data agreements, as well as potential lawsuits against model makers.
- The AI market may become dominated by early leaders much faster than other markets like social, search, and mobile, potentially locking out new entrants unless breakthroughs in model training occur.