added by Darren LI and · updated 25d ago
Generative AI’s Act Two
- The depth of engagement of Character AI (2 hour average session time)
from Generative AI’s Act Two by Sonya Huang
Parker C added 7mo ago
why are people on this for 2 hours a day?? that’s kind of sad imo. People should be forming real relationships
- Amara’s Law—the phenomenon that we tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run—is running its course.
from Generative AI’s Act Two by Sonya Huang
NMoreno added 9mo ago
- The bottleneck is on the supply side. We did not anticipate the extent to which end user demand would outstrip GPU supply. The bottleneck to many companies’ growth quickly became not customer demand but access to the latest GPUs from Nvidia. Long wait times became the norm, and a simple business model emerged: pay a subscription fee to skip the li
... See morefrom Generative AI’s Act Two by Sonya Huang
Darren LI added 10mo ago
- 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. These applications are different in nature than the first apps out of the gate. They tend to use foundation models as a piece of a more comprehensive solution rather than the entire solution. They introduce new editing in... See more
from Generative AI’s Act Two by Sonya Huang
Darren LI added 10mo ago
- 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 morefrom Generative AI’s Act Two by Sonya Huang
Parker C added 7mo ago
- This moment has
been decades in the making. Six decades of Moore’s Law have given us the compute horsepower to process exaflops of data. Four decades of the internet (accelerated by COVID) have given us trillions of tokens’ worth of training data. Two decades of mobile and cloud computing have given every human a supercomputer in the palm of our han... See morefrom Generative AI’s Act Two by Sonya Huang
Parker C added 7mo ago
- The path to building enduring businesses will require fixing the retention problem and generating deep enough value for customers that they stick and become daily active users.
from Generative AI’s Act Two by Sonya Huang
NMoreno added 9mo ago
- No startup wants to be the Napster or Limewire to the eventual Spotify (h/t Jason Boehmig). The rules are opaque: Japan has declared that content used to train AI has no IP rights, while Europe has proposed heavy-handed regulation
from Generative AI’s Act Two by Sonya Huang
Darren LI added 10mo ago
- 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.
from Generative AI’s Act Two by Sonya Huang
Darren LI added 10mo ago