Great post Eze. Last year was tough for sure, but the long term tailwinds for tech are strong and the growth will come back.
It feels so old school leaving a comment on a blog :)
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Great post Eze. Last year was tough for sure, but the long term tailwinds for tech are strong and the growth will come back.
It feels so old school leaving a comment on a blog :)
I am interested to see if Meta's interest in disrupting the large Generative AI companies building a moat around their business by releasing capable open source models grabs some of that enterprise market. In fact I am betting on it. Given I can build a 80 cpu 160GB of RAM 1U server to train and provide inference on models for £1300 with the combination of mixture of experts technology and multiple task specific fine tuned models the costs will be significantly lower that any GPT service provider. It also provides easy support for air-gapped infrastructure and most of the top concerns in the McKinsey chat above.
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I am interested to see if Meta’s interest in disrupting the large Generative AI companies building a moat around their business by releasing capable open source models grabs some of that enterprise market. In fact I am betting on it. Given I can build a 80 cpu 160GB of RAM 1U server to train and provide inference on models for £1300 with the combination of mixture of experts technology and multiple task specific fine tuned models the costs will be significantly lower that any GPT service provider. It also provides easy support for air-gapped infrastructure and most of the top concerns in the McKinsey chat above.
In reply to <a href="https://www.vccafe.com/investing-in-generative-ai-tools/comment-page-1/#comment-471">Adam</a>.
Ultimately, the technology is important, but the success on the business side will depend on fundamentals (CAC< LTV) like every other online business and so I agree with you that the basics, like network effects, will apply here as well.
Ultimately, the technology is important, but the success on the business side will depend on fundamentals (CAC< LTV) like every other online business and so I agree with you that the basics, like network effects, will apply here as well.
A nice read as always, thanks Eze. I do think UX will play a critical role in this trend, however, I think the real strong moats will come from similar areas as before - network effects, ecosystem (especially with enterprise), etc.
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A nice read as always, thanks Eze. I do think UX will play a critical role in this trend, however, I think the real strong moats will come from similar areas as before – network effects, ecosystem (especially with enterprise), etc.