🧀 BigCheese.ai


Things I Don't Know About AI


Elad Gil explores the complexities of the AI market, particularly generative AI, and presents open questions he has at each level of the AI stack. He discusses the potential oligopoly in frontier LLMs, the impact of large scale investments by tech giants, the role of open-source models, and the implications for all segments of the AI ecosystem - from foundational models to infrastructure and applications.

  • LLMs are likely to be an oligopoly market.
  • Meta announced a $20B compute budget.
  • Zuckerberg & Yann Lecunn have been key in AI models.
  • AI's economic share may shift from LLMs to cloud providers.
  • Consumer AI apps are emerging post-ChatGPT.