The author reflects on the evolving landscape of generative AI models, noting the distinction between frontier models and commodity models. Frontier models, like those from OpenAI and Google, are becoming increasingly expensive to train, with funding primarily coming from cloud providers and big tech companies. The author questions whether cloud providers are king-making a select few companies and discusses the potential impact of large context window models on the AI industry. Additionally, the role of governments in funding regional AI champions and the implications of FTC actions on the market are explored. Overall, the author anticipates significant changes in the AI market and welcomes innovative developments from startups and incumbents alike.
https://blog.eladgil.com/p/things-i-dont-know-about-ai