The Ledger
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Moffat: Most Frontier AI Models Rely on Consumer Revenue, Except Anthropic
“The reality is that most frontier models right now, I think based on what I can deduce, are making most of the revenue from consumer applications. With the exception of Anthropic, who are distinctive, I think, and focused on the enterprise.”
Fully Automated 'Lights-Out' Factories Will Categorically Emerge in Many Industries
“So it's categorically going to be the case in many industries, and that would be an example perhaps of the ninety-two million that I talk about. But it's not going to be true of every single industry.”
Every Global IFS Customer Is Currently Facing Labor Shortages, Says Mark Moffat
“Every customer that we deal with, whether it's in North America, whether it's in Europe, Whether it's in Asia and the industries that we serve to a greater or lesser extent are dealing with labor shortage today.”
Moffat: IFS uses Anthropic models for proactive industrial equipment maintenance
“We began a discussion with them, and that led to the development of a new field capability where we're able to analyze equipment and fail points and issues using the Anthropic model to index you know, the issues at hand that have resulted in a more proactive m…”
IFS Explores Nvidia Jetson and Metropolis for AR Field Guidance
“We're exploring with the use of NVIDIA, Jetson technology and the Metropolis platform to give augmented reality to those technicians so that when the technician is performing a task, you know, with that edge-based chip and an LLM that can go onto that chip, st…”