Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase.
SHOW: 962
SHOW TRANSCRIPT: The Cloudcast #962 Transcript
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SHOW NOTES:
THE SPECTRUM OF AI
- The early years of the Internet, we tried to replicate physical-based activities
- The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
- The early years of AI, “the leaders” are talking about curing cancer and double human longevity
- Cloud had “lift and shift”; AI has “get everyone a GenAI license”
- Where is the middle? Where is the rational discussion?
- Massive Funding
- Massive # of Consumer Users
- From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
- Unprofitable (except NVIDIA, Broadcom)
- Near monopoly of GPUs by NVIDIA
- Every couple months, the landscape seems to shift (OpenAI partners, Leading models,
- Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
- Companies are laying off workers, or avoiding hiring because of promises of AI
- Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
- Today’s mantra is “Rub some AI Agents on it”
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