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