Operating at the Intersection of Technology and the Capital Markets
Tag: Natural Language Processing
Artificial Intelligence tools such as Google Assistant are only as good as the information you share with it. Artificial Intelligence at its core is automation based upon predictive analytics. Whether it is predicting the next word in a sentence, suggesting what movie or book you may like to watch or read next, predicting what wine … Continue reading Personalized AI Is Only As Good As The Personal Information You Share
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?
I believe that Inflection AI is yet to generate revenue. However, in this AI-bubble world, a $4 billion post-deal valuation on a $1.3 billion capital raise ($1.5 billion in total capital raised-to-date), sounds less crazy than the "AI"-related valuations I see in the public markets. If you have heard Bill Gates talking up "AI agents" … Continue reading Inflection AI. Reasonable as AI Valuations Go?
The mistake that NVDA investors are making beyond the AI bubble euphoria is that they believe NVDA Revenues (expected to be approximately $11 billion in Q2) will be up and to the right in perpetuity driven by demand for Generative AI capability. Generative AI will not be the gift that keeps on giving. Below we … Continue reading Nvidia and Generative AI Hype
The way I see Generative AI playing out across the enterprise will be that companies will lean on AWS, Azure and Google Cloud Platform (GCP) for Core Generative AI services. The simple truth is that most enterprises do not have the knowledge or resources available to build proprietary large language models (LLMs) that underpin Generative … Continue reading AWS, Azure and Google Cloud Will Lead Generative AI
Think of Generative AI as an Advanced Automation tool that may be deployed widely across the Enterprise. The only limitations are the underlying data sets used to train the AI models and human imagination. If used optimally, Generative AI could help companies gain insights that could strengthen existing competitive advantages and identify new ones. Where … Continue reading Generative AI’s Secret Sauce: Data
We have over 100 AI-related articles. Here are our top AI-focused articles. They cover all elements of AI including many companies that play in different corners of AI. Reach out to us with any questions at jmaietta@tek2day.com AI Is Nothing New, Yet We Are Only Scratching The Surface Build Your Own NLP Front-End AI-Powered Convenience … Continue reading All Things AI
Last month I wrote that in order for ChatGPT and Google Bard to reach their full potential, the respective underlying LLMs would need to be trained with industry-specific data from companies such as Bloomberg, IHS/S&P Global, Cerner/Oracle, etc. Those companies ought to be compensated for granting access to ChatGPT and Google Bard (Google has since … Continue reading Build Your Own NLP Front-End
Google has been the AI King since its founding (we first dubbed it the "AI King" in May 2019). It is good to see Google get a bit of AI recognition on the heels of Google I/O this week. The AI King: Between Google Search, Chrome, Google Photos, Google Maps, Google Translate, Google Live Caption, … Continue reading Google Remains The AI King
AI-powered convenience was the takeaway from this year's Google I/O conference. When we use "AI" in this context we are speaking of Google's Natural Language capabilities that leverage the company's Large Language Models (LLMs). These models (Bard for example is built upon an LLM-based platform), enable users to engage with their devices using natural language … Continue reading AI-Powered Convenience at Google I/O ’23
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