A flip in open model dominance; HVAC gets paid; Broadcast TV makes a comeback (using one neat trick); AI Efficiency (or is it); An under-the-radar leading signal for M&A
This Skull Graph sort of reinforces something I’ve been thinking since the a16z YouTube/AI article earlier this week: ease of access to smaller/cheaper Artificial Specialized Intelligence > AGI.
As Qwen shows, the real advantage isn’t always smarter, but faster, cheaper, and fit for a purpose. Even on a meat-based team, the smartest team member isn’t always the “best”.
We’re spending a lot of gas taking the backroads to AGI while the highways are empty and go through a marketplace of smaller (aka cheaper), specialized AIs tuned to specific industries and workflows? The real competition will be in the accessibility layer: who makes intelligence easy to build with, personalize, and deploy.
Happy to see ATOM Project plots still in the conversation!
https://atomproject.ai/
This Skull Graph sort of reinforces something I’ve been thinking since the a16z YouTube/AI article earlier this week: ease of access to smaller/cheaper Artificial Specialized Intelligence > AGI.
As Qwen shows, the real advantage isn’t always smarter, but faster, cheaper, and fit for a purpose. Even on a meat-based team, the smartest team member isn’t always the “best”.
We’re spending a lot of gas taking the backroads to AGI while the highways are empty and go through a marketplace of smaller (aka cheaper), specialized AIs tuned to specific industries and workflows? The real competition will be in the accessibility layer: who makes intelligence easy to build with, personalize, and deploy.
(Also, loving all the charts.)
Ironically, EU’s AI Act effectively prevents SMEs (thus majority) from commercially using (Chinese) open-source AI due to downstream legal risks. Meanwhile, downloads of Chinese models are surging in the U.S. … welcome to the desert of Europe’s digital sovereignty. https://table.media/en/europe/opinion/double-lose-for-europe-how-the-ai-regulation-blocks-open-source-and-weakens-sovereignty