The article also delves into the AI cloud stack and its evolution, raising questions about the needs of startups versus enterprises, the impact of GPU shortages, and the potential effects of new AI ASICS. The author also speculates on the future of AI applications, particularly in the B2B and consumer sectors, and the potential emergence of AI agents. The author concludes by expressing excitement about the rapid changes in the AI field and inviting further discussion on the raised questions.
Key takeaways:
- The author discusses the complexities and uncertainties in the field of generative AI, noting that the more time passes, the less they feel they understand.
- They predict that the market for frontier models, or cutting-edge AI models, will eventually collapse into an oligopoly due to the high capital requirements. Meanwhile, non-frontier models will be more driven by commodity pricing and have a stronger open-source presence.
- Major tech companies and cloud providers are becoming the primary funders of AI model development, which could potentially distort market dynamics and limit the entry of new players.
- The author also raises questions about the future of AI infrastructure, including the potential impact of regulatory restrictions on mergers and acquisitions, the role of new AI-specific hardware, and the evolution of the AI cloud stack.