Companies will be forced to decide between becoming compute-heavy or remaining compute-light.
The tech differentiation bar has been significantly raised by innovations like OpenAI’s ChatGPT. Companies will soon have to decide their tech footprint – whether they want to be compute-heavy or compute-light.
- Laggards will dismiss off Artificial Intelligence
- Compute-light organizations will mix mainstreamers products like WordPress and with off the shelf products like Notion, etc. that provide Artificial Intelligence without exposing the complexity to users. Such companies acknowledging that they lack the investment capacity to significantly leverage technology for competitive differentiation.
- Compute-heavy players who will invest in obsessively collecting clean data and train models that are specific to their use cases. These are the only players who are likely to gain sufficient competitive differentiation to become market leaders.
Links to this Evergreen Note