[echelon]

> this post is for a course on developing generative AI applications

Using Microsoft/OpenAI ChatGPT and Azure.

There's a much wider world of AI, including an extremely rich open source world.

Side note: it feels like the early days of mobile. Selling shovels to existing companies to add "AI". These won't be the winners, but rather products that fully embrace AI in new workflows and products. We're still incredibly early.

As far as the tool makers go, there are so many shovels being sold that it looks like it'll be a race to zero margin. Facebook announced Emu, and surprise, next day Stable Video comes out. ElevenLabs raised $30M, all of their competitors did too, and Coqui sells an on-prem version of their product.

Maybe models are worth nothing. Maybe all the value will be in how they're combined.

This field is moving so fast. Where will the musical chairs of value ultimately stop and sit?