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AI in 2023: The Application Layer Has Arrived
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
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
scott belsky • Tweet
Generative AI’s first
year out the gate—“Act 1”—came from the
technology-out
. We discovered a new “hammer”—foundation models—and unleashed a wave of novelty apps that were lightweight demonstrations of cool new technology.
We now believe
the market is entering “Act 2”—which will be from the
customer-back
. Act 2 will solve human problems end-to-end.... See more
year out the gate—“Act 1”—came from the
technology-out
. We discovered a new “hammer”—foundation models—and unleashed a wave of novelty apps that were lightweight demonstrations of cool new technology.
We now believe
the market is entering “Act 2”—which will be from the
customer-back
. Act 2 will solve human problems end-to-end.... See more
Sonya Huang • Generative AI’s Act Two
With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa
Pat Grady • Generative AI’s Act O1
A lot of the focus on AI use, especially in the corporate world, has been stuck in what I call the “automation mindset” - viewing AI primarily as a tool for speeding up existing workflows like email management and meeting transcription. This perspective made sense for earlier AI models, but it's like evaluating a smartphone solely on its ability to... See more