Interface > Data > Models
While media still focuses on the “next best model” rat race, increasingly believe that the “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge (becoming increasingly obvious as mobile chips get better and OSes get their act together)
As a growing number of our everyday use-cases of powerful GenerativeAI models fall below the frontier of “the best models,” they will be enabled by cheaper commoditized models.
And we’ll be running many models locally on device within a few years. The distinguishing factors for companies to succeed using AI will be the radical refactoring of workflows via interface innovations and the data itself - enabling companies and people to uniquely leverage their own data in powerful ways.
Data stewards and Designers FTW! :-)
scott belskyx.comInterface > Data > Models While media still focuses on the “next best model” rat race, increasingly believe that the “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge (becoming increasingly obvious as mobile chips get better and OSes get their act together) As a growing number of our everyday use-cases of powerful GenerativeAI models fall below the frontier of “the best models,” they will be enabled by cheaper commoditized models. And we’ll be running many models locally on device within a few years. The distinguishing factors for companies to succeed using AI will be the radical refactoring of workflows via interface innovations and the data itself - enabling companies and people to uniquely leverage their own data in powerful ways. Data stewards and Designers FTW! :-)
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What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa
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