Commodity AI Models
topic on 2 shows · 2 statements across 2 episodes
2 statements about Commodity AI Models, every show
Liang: Relying on commodity AI models will compress enterprise margins within two years
“If you actually transfer all of those You know, services, that differentiation, to all using the same exact model. That's in the community. Where does the differentiation come from? Right? And so what most companies start to realize, if you just fast forward, …”
Gerstner: No current evidence that commodity AI is eroding frontier model revenue
“People are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff. There is no evidence of that on the field today. It may develop over the course…”