Is Everyone's AI Strategy in Chaos?

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
• Google
• OpenAI
• Microsoft / Azure / GitHub
• Amazon / AWS
• Meta
• Apple
• IBM / Red Hat
• Oracle
• Snowflake
• Databricks
• VCs
• Startups

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The Curious Case of AI, Funding and Cloud Credits

Big 3 cloud providers investing in AI with cloud credits. $7 trillion dollar big plans. VCs concerned about AI valuations. It feels like a new set of rules are being created. 

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SHOW NOTES:

• Microsoft invests $10B into OpenAI
• Amazon invests $b in Anthropic
• Google invests $2B in Anthropic
• Cloud GPUs
• Can you trust AI valuations, MANG investments (BG2 Podcast)  
• Big Cloud deploys 1000s of GPU for AI - but revenues should be higher (El Reg) 
• Tracking CAPEX by the big 3 cloud providers
• Sam Altman seeks (up to) $7 trillion for new chip building (and comps)

ARE CLOUD CREDITS THE NEW VENTURE CAPITAL?

• “Microsoft's Q2 2024 earnings report states that AI services contributed 6 percentage points of growth to Azure revenue. This is an increase from 3 percentage points in the previous quarter.” 

KEEP AN EYE ON AI USAGE “TRENDS” FROM THE BIG CLOUD PROVIDERS

• Is this a problem for VCs? 
• Is this “good” revenue for the cloud providers?
• Are they just smart for utilizing an asset that they can monopolize?
• How to track user-growth (e.g. OpenAI) and cloud-usage-growth (e.g. Big 3)
• How much will people invest to build an alternative to NVIDIA?

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