Bathing in the Confusion around GenAI

Right now the news around GenAI seems scattered, all of the place, and confusing. Let’s dig into what’s working, what’s not, and where some future trends are heading. 

SHOW: 902

SHOW TRANSCRIPT: The Cloudcast #902 Transcript

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SHOW NOTES:

• Most AI Investments Will Lose Money as Market Enters ‘Greed’ Cycle (Vinod Khasla, VC)
• My LLM CodeGen workflow (Harper Reed)
• "Gen AI: Too Much Spend, Too Little Benefit?" (Goldman Sachs) 
• Microsoft cancels leases on Data Centers for AI
• NVIDIA announces Q4 earnings 
• An interview about AI unknowns (Stratechery)

IF YOU’RE CONFUSED ABOUT AI, YOU’RE NOT ALONE. 

• There is a ton of AI out there, but it’s not always simple
• There’s a ton of AI out there, but it’s not always affordable
• There’s a ton of AI out there, and sometimes it blows our mind
• There’s a ton of AI out there, and open source is starting to be disruptive (again)
• There’s a ton of AI out there, and people are trying to forecast a future that changing too fast
• There’s a ton of AI out there, and people are struggling with technology and politics overlapping so much

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