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Maithra Raghu | The best AIs will be constructed not emergent

maithraraghu.com · 1,787 words · saved by 1 readers

As we approach two years since the launch of ChatGPT, and with the recent launch of o1, the AI ecosystem is evolving into its next phase. The early excitement of pure foundation model building is seeing consolidation12, and there is simultaneously a frenzy of activity on new AI applications and new AI capabilities to support them. In this post, we put forward some (possibly controversial) perspectives on this next evolution of the AI ecosystem. The start of the GenAI wave was driven by a belief that there would be an “oligopoly” of foundation model builders, who would capture all the value of AI. Fast forward ~22 months, and while there is clear consolidation in the development of the largest models, value capture is far more distributed, and still largely emerging! With the vibrant open source ecosystem, and API access to closed source models, it’s becoming clear that foundation models are more the infrastructure, not the end to end applications — being built for everyone also means b

As we approach two years since the launch of ChatGPT, and with the recent launch of o1, the AI ecosystem is evolving into its next phase. The early excitement of pure foundation model building is seeing consolidation 1 2 , and there is simultaneously a frenzy of activity on new AI applications and new AI capabilities to support them. In this post, we put forward some (possibly controversial) perspectives on this next evolution of the AI ecosystem. The story so far: Foundation models are the infrastructure, not the applications. The start of the GenAI wave was driven by a belief that there woul

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