The Next Token of Progress: 4 Unlocks on the Generative AI Horizon

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

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.

ModelsText is the most advanced domain. However, natural language is hard to get right, and quality matters. Today, the models are decently good at generic short/medium-form writing (but even so, they are typically used for iteration or first drafts). Over time, as the models get better, we should expect to see higher quality outputs, longer-form c... See more