The number of companies finding product-market fit in comparison to the amount of $ investment in AI is way outsized.
But also with Ed, he echoes my core belief about AI which is all the objective metrics (adoption, retention, revenue, profit) are completely disconnected from the hype. Will LLM's be a $50B industry solving a number of core use cases? Yes, will it be a trillion dollar industry solving all use cases(like the hype suggests and the amount of money being invested requires?)
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The number of companies finding product-market fit in comparison to the amount of $ investment in AI is way outsized.
But also with Ed, he echoes my core belief about AI which is all the objective metrics (adoption, retention, revenue, profit) are completely disconnected from the hype. Will LLM's be a $50B industry solving a number of core use cases? Yes, will it be a trillion dollar industry solving all use cases(like the hype suggests and the amount of money being invested requires?)