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The AI market as of April 2024
A quick note on the state of the AI market as of April 2024
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Dave Friedman

March 2024

Large language models are modern day operating systems
The market for LLMs will evolve in the same way that the market for traditional operating systems did
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Dave Friedman
1
How will OpenAI grow its revenues?
Its competitors can afford to lose money on customer acquisition. That creates interesting market dynamics
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Dave Friedman
2
LLMs hallucinate. How can large enterprises overcome this?
Large enterprises won't use AI tech if the models incessantly hallucinate. Fortunately there are some solutions
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Dave Friedman
Specialized language models
Domain-specific language models can outperform more generalized foundational models
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Dave Friedman
Tyler Cowen on Claude 3 Opus & AGI
What, exactly, is he arguing?
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Dave Friedman
1
How startups can penetrate the enterprise AI market
Legacy tech companies movie slowly. Startups can take advantage of that
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Dave Friedman
6

February 2024

Legacy tech companies will control enterprise AI
High customer acquisition costs and long sales cycles combine to make this a hard market for startups to penetrate
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Dave Friedman
3
Every company will be an AI company
How do you get companies to adopt AI technology? At some point they will have to adopt it, but it's a hard road to hoe.
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Dave Friedman
2
OpenAI has a revenue problem
Its expenses are growing much faster than its revenues
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Dave Friedman
Is scale all you need?
Are larger models all you really need to get to AGI? Or is another approach required?
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Dave Friedman
AI links: Microsoft eats writers?; Meddling legislators; Chinese chiplets
An AI link dump for your delectation! Is Microsoft's AI eating writers? Are California legislators sticking their nose where it doesn't belong? How is…
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Dave Friedman
© 2024 Dave Friedman
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