Experts Say THIS Changes Everything For AI

AI is expected to be a $10 trillion opportunity, at least according to the bright minds over at Sequoia, a venture capital firm. What could drive this massive total addressable market? Perhaps it will be the shift from software-as-a-service to service-as-a-software. No, we haven't had one too many hard seltzers. Companies can begin to "sell" work to AI companies. The AI gets paid for completing a job, the true north for many AI companies.

RESEARCH PIECES USED IN THIS VIDEO:
1. 7 Synthetic Data Companies for Training AI Models
2. Most Investors Will Miss These 20 Hot Tech Trends.

CHAPTERS:
00:00 Intro
00:29 Sequoia's generative AI report
02:30 A prediction of the future of AI
03:35 Upending SaaS?
07:39 The AI investing universe today
08:45 Increased electricity demands
09:41 Some unknown unknowns in AI
10:15 Conclusion

ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

[Nanalyze]

You need to be subscribed to this channel before reading the below comments. Sorry, we don't make the rules.👮

[marianneleone]

Thank you, valuable point of view. Helps strengthen my thesis on AI investing.

[MrMentalpuppy]

I think we will continue to see more importance on cost per answer. That's the real differentiation. Googles "there is no moat" paper was probably right. When Oai advanced voice costs more for an hour than a low-cost foreigner, we still have some work to do. The stockfish vs AI also brings this to light, stockfish apparently performed worse than the AI but it used significantly less compute. I guess for bigger problems, compute costs don't matter much, like with drug creation.

Great video as always.

[briancase]

Finally, you get it! This is partly why Blackwell--and then Rubin--will make so much profits for Nvidia's. And it's why Groq got $640 million in a VC round and why Cerebras did a 180 and said "hey, were GREAT for Inference and we're going IPO to prove it!" Cerebras always used to say "we're for training. We resell Qualcomm cards for Inference." No more.(If you decide to do an inference-hardware analysis, ask me, i can help.)

[RicardoGarciaM]

Thank you for this insightful video—it provides much to consider. In my view, the only metric that truly matters is whether a company can achieve Artificial General Intelligence (AGI) and how soon it can do so relative to others. If a company can create one AGI system, it can be replicated thousands of times, and it would be like having thousands of engineers or scientists, potentially operating for free or at a fraction of the cost. The company can be the Amazon of Amazons, disrupting any and every sector. Whatever industry they target first will be disrupted — whether it's NVIDIA, Amazon, the financial markets, or politics. AGI could disrupt entire ecosystems. The company that controls AGI will have the unprecedented ability to reshape the global economy and social order.

[themusic]

Good contrast to Goldman Sachs coming out today and saying the S&P 500 will only return 3% annually for the next decade 😂

[genericusername]

Otoh there will never be a model that doesn’t return generated errors. Where will the error machine be safe to integrate? In far fewer places than evangelists claim… mostly nuisance as a service