When you see the headline “<ex-employee> says <company> AI strategy is in chaos”, what does it really mean? Is any company’s AI strategy NOT in chaos at this point?
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SHOW NOTES:
- Ex-Google says Google's AI strategy is in chaos (Decoder)
- The Transformer Paper from Google (foundation of GenAI)
- NVIDIA coverage on Stratechery (Ben Thompson)
- DBRX LLM from Databricks
- Artic LLM from Snowflake
- OpenElm LLM from Apple
- OpenAI and Apple sign deal, Apple still wants a Google option
- IBM and Red Hat bring Open Source to AI with InstructLab
WE OVERESTIMATE IN 1YR, AND UNDERESTIMATE IN 10YRS
- “Most people overestimate what they can do in one year and underestimate what they can do in ten years.” - Bill Gates
DOES ANYONE REALLY HAVE THEIR AI STRATEGY FIGURED OUT?
- NVIDIA
- OpenAI
- Microsoft / Azure / GitHub
- Amazon / AWS
- Meta
- Apple
- IBM / Red Hat
- Oracle
- Snowflake
- Databricks
- VCs
- Startups
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