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 […]
This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It’s a fascinating company for looking at the evolving business models of AI software. The two big questions are: What are the unit economics of large AI companies? What types of scale advantages and network effects do large […]
This week’s podcast is about SenseTime, which is a leader in computer vision in China / Asia. It’s a fascinating company for looking at the evolving business models of AI software. The two big questions are: What are the unit economics of large AI companies? What types of scale advantages and network effects do large […]
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 […]