Ai is work in progress. There are a lot of moving parts. And none of them are clearly defined or standards compliant. In fact there are no standards, no regulator and no standard configurations.
There are no leaders either. Whilst some companies like Nvidia, OpenAI and Anthropic are very valuable – they do not have sales or profits which are comensurate to the valuation. These are all hope-based valuations based on a growth and profitability hypothesis – which is almost most certainly not correct.
Unless three or four actors can get together in some kind of consortium – first between themselves – and then with the big and bad big techs. And create a consortium so large and dangerous- that no new player would be able to enter with adequate coins so as to be relevant to the ai leadership gamble.
And this consortium is massive and scary. Nvidia, Openai, Apple, Microsoft etc are all in it together. They are like an indian joint family – they keep fighting internally – but are one united family to keep newcomers out of business.
As things stand – the Chinese are quite busy with their domestic market. And aren’t bothered to chase the global consumer.
If we park the hype and focus on the reality. The appended infographic from Anthropic is a good representation of reality. What is the conclusion from this graphic ?
It is quite simple.
Ai is killing mba and professional livelihoods. Basically LLMs are about language. So anyone making a living out of representation, administration and presentations – is dead. So MBAs, CA’s and LLB’s – are basically dead. All three make a living out of language. They are rarely principals in anything. They are hirelings – either as employees or as professionals.
This chart is brilliant. It shows quite nicely as to where the potential is. And where the reality is in terms of proven and used applications.
Ai is mostly hype right now.
It has potential but for that to manifest – we still have a long way to go.
Nvidia is a proprietary product and architecture. It is just a software company using outsourced manufacturing. It is the ai version of Apple iPhones.
The only way they can succeed is by creating an integrated and locked ecosystem. It is counter intuitive. Apple got away with it.
Can Nvidia get away with it.
I don’t think so.
And that is where the opportunity is.
Creating a Nvidia challenging software company. Probably with a superior architecture. One around thin client edge devices, a non hierarchical network and differently build middleware. Something that interfaces with the real world.
One that goes beyond language.
LLM is not all of AI.
AI goes way beyond LLM and language.
And the space between all of ai and language is where the worlds next mega company will come out of.
