AI in 2023: The Application Layer Has Arrived

What we’re seeing is AI emerge from the infrastructure layer to the application layer—the parts of technology that everyday people interact with.

Interface > Data > Model: The “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge. As a growing number of our everyday use-cases of powerful GenerativeAI models fall below the frontier of “the best models,” they will be enabled by cheaper commoditize... See more

Where and how will humans show the eminence of our species when AI becomes better than us at everything? I feel sort of desperate for some human-centric optimism here because the whole project of being human feels really weird as our specialness becomes automated.  

A couple of observations. First, I do think the last mile is the most difficu

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Interface > Data > Models

While media still focuses on the “next best model” rat race, increasingly believe that the “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge (becoming increasingly obvious as mobile chips get better and OSes g... See more

In 2023, AI must absorb an influx of tourists – thin GPT wrappers, MBA tweet threads about AI trends, LinkedIn bios changing from #crypto to #AI. Genuine technologists will join the development effort, but filtering out negative human capital is challenging.

Undoubtedly, more builders are needed to apply and productionize the latest technologies,

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Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily favo... See more