Not sure where market power will accrue, but I believe revenue will be lead by those with proprietary data and content. It seems like every week, or day, there is a new LLM open AI model from big tech. Although billion$ are being spent there is not much proprietary in these models; easy to copy. Amazon may be the best and most experienced AI company that is benefiting from AI, and also doesn’t allow its data to be scraped. Other examples might include cos such as LinkedIn, Spotify, Yelp, Airbnb, or GitHub. Many more like these. Anyway it will be fun to watch!
Not sure where market power will accrue, but I believe revenue will be lead by those with proprietary data and content. It seems like every week, or day, there is a new LLM open AI model from big tech. Although billion$ are being spent there is not much proprietary in these models; easy to copy. Amazon may be the best and most experienced AI company that is benefiting from AI, and also doesn’t allow its data to be scraped. Other examples might include cos such as LinkedIn, Spotify, Yelp, Airbnb, or GitHub. Many more like these. Anyway it will be fun to watch!