Where Should Your Company Start with GenAI?

- The generative AI revolution is swiftly giving rise to a myriad of startups, with an increasing need to categorize them by their function in the AI landscape, including foundational model providers, infrastructure enablers, and application developers.

- Generative AI is transforming industries across the globe, not just in Silicon Valley, with imp... 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.

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

Workflow+model startups will win by combining a fine-tuned model with deep customer insight to build an AI-native workflow. These startups will be particularly well-positioned to win in one of the following 3 scenarios:

1. Incumbent saas players do not have legacy workflow dominance in that vertical


2. An AI-native workflow solves the most critical creativ

... See more