The AI Revolution
Where we are in AI today
- We’re at Day 1 of AI...and riding on top of past waves
- In the first half of 2023, the AI ecosystem exploded!
- Adoption has been twice as fast with each platform shift
- AI has potential to drive the economy for years to come
- We’ve seen massive investment in AI
AI could break through the hype and improve our world
- In AI, funding concentrated in model layer for now
- The jury is out on which model companies will win
- AI advancing much faster than previous waves
- We believe it’s first innings of enterprise AI adoption
- We are optimistic: AI is getting better, faster
- AI regulation may be more likely than most think
- AI is delivering game-changing value
- AI poised to improve productivity significantly
We believe open-source is the life blood of AI
- How we got here – AI is built in the open
- AI is a result of open research
- Open collaboration accelerates innovation in AI
- However, AI is not always truly “open”
- Data is finally a new currency
- Despite signs of “closed AI”, open-source models are catching up
AI is transforming the tech ecosystem
- Foundation models are at the center of AI
- Last 50 years was about building faster & faster “calculators”...But next 50 years will be about building super-intelligent “brains”
- AI enables a new platform: Intelligence-as-a-service
- More research & headcount is not enough to win in AI
- Data is a crucial component
- AI has potential to re-accelerate underlying infrastructure
- AI has started to create a new ecosystem of tools
- The application layer is where humans will interact with AI，We expect AI to become even more impactful and autonomous.
The best of AI is yet to come