Operating at the Intersection of Technology and the Capital Markets
Tag: Gen AI
Management teams are working through 2024 operating budgets and hopefully have figured out that interest rates will remain elevated for 2024. Companies carrying meaningful debt have no choice but to assume elevated interest will remain for the foreseeable future (we believe a 5 handle makes sense for the 10-year). In terms of the People budget, … Continue reading 2024 Enterprise Software Budgets: Gen AI To Get Axed?
Our 2 minute 14 second YouTube video on how we believe the Gen AI cycle will play out. https://youtu.be/d4_6SMFnPZc?feature=shared
Generally speaking, the more parameters that a Large Language Model (LLM) has, the faster it learns. There are exceptions. For example, Google's original PaLM LLM had fewer parameters than PaLM 2, however PaLM 2 learns more efficiently than its predecessor. LLMs are of great importance given that they underpin Gen AI applications and services. The … Continue reading The Ever More Powerful Large Language Model
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Should OpenAI file for an IPO this year or next, the questions to ask are: 1.) What percentage of OpenAI's revenue is recurring? 2.) What are customer renewal rates? My push back on OpenAI's rumored $1 billion revenue run rate is that much of that revenue is tied to companies that are experimenting with Gen … Continue reading What Percentage of OpenAI’s Revenue Is Recurring?
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