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Generative AI's Act Two

sequoiacap.com

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Re: Generative AI's Act Two

#13

Post by pphysch »

nextworddev wrote: post #5

Act 1 (basic enterprise adoption) hasn't even really shaped out, so it's premature to call anything Act 2.

And frankly it probably never will.

Generative AI is not a platform unto itself. In order to effectively leverage fine-tuned models, you need your data to be somewhat organized in the first place. The average enterprise struggles enormously with this and always will.

In short, I would bet on endemic platform providers (Google, MS, Adobe, SAP, etc) rather than standalone AI providers (OpenAI, startups). Who owns the data? That is where the value lies.

Re: Generative AI's Act Two

#15

Post by phillipcarter »

nextworddev wrote: post #5

Act 1 (basic enterprise adoption) hasn't even really shaped out, so it's premature to call anything Act 2.

I think it absolutely has. Certainly in developer tools, but you can see it in other tools like Hubspot, Gong, etc. Not to mention the enterprise organizations who are building their own features that use LLMs. Yes, we'll see some "enterprises" adopt their first LLM in 10 years because some move as slow as molasses. That's fine; there's companies who are tasting Cloud for the first time right now, but nobody is saying that Cloud adoption is still in its first phase. I think Sequoia sees this and decided the train is already starting to roll, so it's time to look towards what's next.

Re: Generative AI's Act Two

#16

Post by saiya-jin »

ChrisClark wrote: post #7
gumballindie wrote: post #4

> Four decades of the internet (accelerated by COVID) has given us trillions of tokens’ worth of training data. Yeah four decades of stolen intellectual property posted by people on the internet in good will for the world to see, only to have it stolen and monetised by these folks. Wondering, once the good content dies out how will you “train” your “ai”?

Are we not allowed to learn from other's work?

Learn yes, if its legally shared. Copy and earn from it without acknowledging original author and sharing earnings, in most cases, definitely not. As we know, things that often move so fast have law catching up easily after a decade if not more (I am still waiting for a proper slap to FB), and entrepreneurs are well aware of that.

Re: Generative AI's Act Two

#17

Post by skilled »

gumballindie wrote: post #4

> Four decades of the internet (accelerated by COVID) has given us trillions of tokens’ worth of training data. Yeah four decades of stolen intellectual property posted by people on the internet in good will for the world to see, only to have it stolen and monetised by these folks. Wondering, once the good content dies out how will you “train” your “ai”?

OpenAI did the grand heist that no one else dared to do. It doesn’t look like they will get punished for it either. I am to this day baffled how they got away with it and are now practically shielded from any kind of repercussions.

Things have changed so much already and I am not seeing any kind of real regulation being put in place that will at least rein in this stupid idea that AGI is around the corner. It’s not.

It’s another 20 billion dollars waiting to be scooped up and there’s nothing you can do about it.

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