Explore the heated battle between open-source and proprietary large language models (LLMs) in generative AI. Leaked documents from Google suggest that open-source LLMs are rapidly catching up in capabilities, posing a threat to industry giants. Delve into the strategic question of value capture and the emerging landscape of generative AI business models in this insightful article.
In Part 1, I detailed two examples of how AI-powered services are going to be superior to digital platforms (in some cases). They were: Uber vs. Robotaxis. Autonomous driving as a service is going to mostly replace ride-sharing platforms. Google Search vs. Neema. ChatGPT and other LLM content creation services are creating alternate and sometimes […]
I did a podcast about how “Generative AI as a Service” is disrupting some particularly dominant platform business models. I mentioned YouTube, TikTok and OnlyFans. But we can also point to search engines, community sites and many others. How Generative AI Is Going to Disrupt YouTube, TikTok and OnlyFans (Tech Strategy – Podcast 152) The […]
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses whether Huawei’s HarmonyOS can break Android’s global dominance. He argues that HarmonyOS has several strengths, including its security features and its ability to run on a wide range of devices. However, he also notes that HarmonyOS faces several challenges, including the lack of app support and the fact that it is competing against an entrenched incumbent.