In Part 1, I detailed some of the basics of SenseTime, China’s leading computer vision company. I argued it was basically a linear business model, not a platform. It mostly reminds me of Adobe and traditional software companies. But the economics of AI software companies at large scale are still largely unknown. Especially when it […]
In this podcast, Jeffrey Towson discusses two big questions about the business models of AI software companies: What are the unit economics of large AI companies? What types of scale advantages and network effects do large AI companies have? He argues that AI software companies are still in the early stages of development, and that the answers to these questions will depend on how the market for AI software evolves in the years to come.
In Part 1, I detailed some of the basics of SenseTime, China’s leading computer vision company. And I argued it was basically a linear business model, not a platform. It reminded me of Adobe and traditional software companies. But the economics of AI software companies at scale are still unknown. Especially when it is done […]
Chinese computer vision company SenseTime is now public. This was after years of setback after setback, including being placed on the US Treasury Department’s list of “Chinese military-industrial complex companies.” But it is now public in Hong Kong and it gives a fantastic look at the frontier of AI in China, especially computer vision. Why […]