AI’s Uneven Arrival
Ben Thompson on how DeepSeek will impact Big Tech.
Longer term, "model commoditization and cheaper inference...is great" for the companies but to differring degrees:
◽Microsoft: Win as need to spend less on data centres/GPUs (but customer demand still... See more
Strange Ways AI Disrupts Business Models, What’s Next For Creativity & Marketing, Some Provocative Data
Scott Belskyimplications.com
None of this is to diminish what is coming with AI; rather, as the saying goes, the future may arrive but be unevenly distributed, and, contrary to what you might think, the larger and more successful a company is the less they may benefit in the short term. Everything that makes a company work today is about harnessing people — and the entire SaaS
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