When you see the headline “ says AI strategy is in chaos”, what does it really mean? Is any company’s AI strategy NOT in chaos at this point?

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SHOW NOTES:

• Ex-Google says Google's AI strategy is in chaos (Decoder)
• The Transformer Paper from Google (foundation of GenAI)
• NVIDIA coverage on Stratechery (Ben Thompson)
• DBRX LLM from Databricks
• Artic LLM from Snowflake
• OpenElm LLM from Apple
• OpenAI and Apple sign deal, Apple still wants a Google option
• IBM and Red Hat bring Open Source to AI with InstructLab

WE OVERESTIMATE IN 1YR, AND UNDERESTIMATE IN 10YRS

• “Most people overestimate what they can do in one year and underestimate what they can do in ten years.” - Bill Gates

DOES ANYONE REALLY HAVE THEIR AI STRATEGY FIGURED OUT?

• NVIDIA
• Google
• OpenAI
• Microsoft / Azure / GitHub
• Amazon / AWS
• Meta
• Apple
• IBM / Red Hat
• Oracle
• Snowflake
• Databricks
• VCs
• Startups

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