| Hey the author again. :-). It is true that in the article, I did not explain why I think that the era of A.I. started on October 4th. The article starts with the assertion that it has begun and moves on from there. I guess more than anything, the article is a call for action. I wanted the discussion to start and it did. If I can present my chain of thoughts leading up to my decision in an interesting way I may write another article called "Why I think Siri is the Next Big Thing". But here is my chain of thought for the curious mind in a very crude way: What I did was to observe the moves of Apple and try to figure out their strategy. I put together the information that is available on the Internet. I connected the dots. I knew Apple bought Siri for about $200 mil. I knew about Siri's history. You don't buy voice recognition software for this price. I watched the Mossberg-Jobs interview where Mossberg keeps insisting that Siri is in the search area and Jobs keep correcting him saying no Siri is in the A.I. area. I watched how the critical question "What are you going to do with it?" got lost during the conversation. When Mossberg said that the iPad is great for consumption but not for creation, it was very clear that Jobs did not see it like that at all. I also watched some Apple videos from late 80's which depicts a professor talking to his computer and getting his daily business done. It seemed to me that they had this vision all along and now they were implementing it. Then I realized how iCloud fits in to this all. With the introduction of Siri it was clear to me that the next frontier the competition is moving to is A.I. Apple is going all in. IBM is pushing hard. Apparently, Google is baking some stuff. While I was thinking about all these and trying to find its meaning, the interview between Fred Wilson and Carlota Perez helped me to put it all in context. I think this is the time to invest in A.I. If a VC expects huge returns from his investment in 5-7 years, I think A.I. is the right way to go. If an entrepreneur wants to do something amazing, I think A.I. is the right way to go. My speculation is in 1-2 years this is going to be all we talk about. I think A.I. is where the puck is going now. I might be wrong, I might be right. We will know soon enough. |