the relationships between LLM providers and cloud providers. As once the relationship was relatively straightforward, now it is becoming more and more complex, with each party having their own interest and starting to entwine their interest.
Interesting piece. However, this is just a tip of the iceberg. These Foundation model companies will generate trillions ARR within the next decade. API fees and Enterprise AI are not the biggest opportunities in Gen AI
I did a deep dive in this piece “The $3 Trillion AI Opportunity Everyone Missed”
clear picture of industry developments.
thanks
Interesting piece. However, this is just a tip of the iceberg. These Foundation model companies will generate trillions ARR within the next decade. API fees and Enterprise AI are not the biggest opportunities in Gen AI
I did a deep dive in this piece “The $3 Trillion AI Opportunity Everyone Missed”
https://open.substack.com/pub/chrisbora/p/the-3-trillion-ai-opportunity-everyone?r=aszci&utm_medium=ios