Generative AI is booming
- Hundreds of new startups rush into the market to develop foundation models, build AI-native apps, and stand up infrastructure/tooling
- Models like Stable Diffusion and ChatGPT are setting historical records for user growth
- Side-by-side comparisons show AI models outperforming humans in some tasks by multiple orders of magnitude
- What we don’t know, and what has now become the critical question, is: Where in this market will value accrue?
