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Comment by bmurphy1976

1 month ago

NVIDIA sells the tools. The more the better it is for them.

Microsoft and Meta are also-rans at this point. Their best hope of catching up is probably leveraging their infra and open models.

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bmurphy1976

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Jagerbizzle  1 month ago

"leveraging their infra" is a pretty solid play, considering the scope of investments these two companies have made thus far.

  • jofzar  1 month ago

    Microsoft/azure has a big advantage because companies will literally pay extra then "free market" cost of open models purely for the knowledge that the won't fuck around with their data retention policy.

  • jackb4040  1 month ago

    It does however totally abandon the question of making a profitable mass-market AI product upon which the scale of those investments was based.

    • thewebguyd  1 month ago

      Not entirely, if models become commodity, then Microsoft's play as an infrastructure & enterprise apps company is the better bet. They don't need to make profitable mass-market AI models, they just need the best tooling on top of any model their customers pick, remaining fully model agnostic.

      "AI Product" doesn't necessarily mean "We sell API access to a our models." Ton of companies out there itching to buy a commercial off the shelf product to deliver whatever AI capabilities they need packaged in a nice GUI, with enterprise governance controls, without needing a dev team/team of engineers to integrate it or develop harnesses, etc.

      Buy it->have IT click a few buttons in an admin console->Deploy and have it be immediately useful is the play.

      3 replies →

    • janderson215  1 month ago

      Depends on what you mean by AI product. If you’re talking about a chatbot or agent, that may be true, but o think it’s less true if you’re talking about AI-run application layer tooling. If Meta decides to compete with Shopify and provide a launchpad for entrepreneurs, you can bet the platform would be rife with AI to facilitate operations, marketing, coms, etc…