Part of the problem with all this 'AI spend' right now, hundreds of billions of dollars, is that questions about how to make money from AI are abound. Depending on the company, it's not exactly clear where the revenue potential is, especially with a few hundred startups trying to do similar things. In this video, we break down who is actually making money, and how.
[00:00] The moment of reckoning is coming fast
[02:16] Chips are the new oil
[04:24] Everyone wants to own the stack
[06:35] Inference is where the margins hide
[08:43] Specialization is survival
[10:55] Open source is a business model now
[13:07] Usage-based pricing won’t save you
[15:18] Most of this won’t last
https://www.recogni.com/stories/recogni-introduces-pareto-ai-math-changing-how-the-world-runs-generative-ai
-----------------------
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Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
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Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#tokenomics #recogni #sponsored
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on the More Than Moore newsletter or TechTechPotato YouTube channel and related social media. The companies that fall under this banner include AMD, Applied Materials, Armari, ASM, Ayar Labs, Baidu, Dialectica, Facebook, GLG, Guidepoint, IBM, Impala, Infineon, Intel, Kuehne+Nagel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, Recogni, SiFive, SIG, SiTime, Supermicro, Synopsys, Tenstorrent, Third Bridge, TSMC, Untether AI, Ventana Micro.
[00:00] The moment of reckoning is coming fast
[02:16] Chips are the new oil
[04:24] Everyone wants to own the stack
[06:35] Inference is where the margins hide
[08:43] Specialization is survival
[10:55] Open source is a business model now
[13:07] Usage-based pricing won’t save you
[15:18] Most of this won’t last
https://www.recogni.com/stories/recogni-introduces-pareto-ai-math-changing-how-the-world-runs-generative-ai
-----------------------
Need POTATO merch? There's a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#tokenomics #recogni #sponsored
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on the More Than Moore newsletter or TechTechPotato YouTube channel and related social media. The companies that fall under this banner include AMD, Applied Materials, Armari, ASM, Ayar Labs, Baidu, Dialectica, Facebook, GLG, Guidepoint, IBM, Impala, Infineon, Intel, Kuehne+Nagel, Lattice Semi, Linode, MediaTek, NordPass, NVIDIA, ProteanTecs, Qualcomm, Recogni, SiFive, SIG, SiTime, Supermicro, Synopsys, Tenstorrent, Third Bridge, TSMC, Untether AI, Ventana Micro.
- Category
- Artificial Intelligence & Business
- Tags
- Technology, AMD, Intel
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