Episode 66 - What’s next for the AI marketplace?

This week on the Solid State Podcast, the full band is back together and we’re here to pick back up on the ever-evolving conversation around AI and more specifically the marketplace that is beginning to take real shape around it. 

Ever since it burst onto the scene last fall, AI has continued to dominate the moment around products, services, and the companies that bring them to you. It seems that no member of Big Tech can take the stage without working in some aspect of their broader AI play… be it supercharging their existing virtual assistant, enabling users to literally create content out of thin air, or simply provide the tools to doze off in your weekly team meeting and have a convenient (albeit contextually incomplete) summary for when you wake up… 

The only inescapable fact is that these products aren’t going anywhere, but possibly even more important is the supporting cast of platforms, services, and infrastructure that are inevitably building up around “AI”… You see the average user doesn’t care (or want to care) that asking Chat GPT a question sets off a string of cloud-based events that spin up servers, transfer data, and in the end costs someone (or many someones) money… 

So while the public-facing version of this race is “who can make the most game-changing AI experience first”, the whole other side of that very same race is “who can create the best, most efficient infrastructure to enable it… and do so profitably”…

For better or worse, this moment is upon us, and in typical Solid-State-style we’re going to interrogate every angle and ask ourselves (and you) the question… if we’re finally “here” with AI, should we have come in the first place?