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AI Startup Opportunities: A Look into the Future


The article discusses the growth of Artificial Intelligence (AI) startups and the opportunities available to them. The authors highlight that AI has reached a tipping point, with OpenAI's generative AI model ChatGPT reaching 1 million users in just five days. The authors suggest that Large Language Models (LLMs) will be the new cloud, following a similar path to cloud computing. They predict that AI will become commoditized and developers will differentiate on user experience, workflow, and domain expertise. The article also discusses the emergence of a new user plane for the internet, starting with a shift away from traditional search engines. Multimodal datasets, spanning genomics, image, and text, will yield breakthrough insights, and AI will drive the next big increase in financial market efficiency. Finally, the article predicts the emergence of many fine-tuned AI models, enabling greater productivity and creativity among non-bots everywhere.

Estimation of Capitalization

It is difficult to estimate the capitalization and valuation of these business opportunities, as it depends on various factors such as market demand, competition, and innovation. However, the authors highlight that at least three generative AI product categories have already exceeded $100 million of annualized revenue less than a year after launch: image generation, copywriting, and code writing. Additionally, the emergence of LLMs, multimodal datasets, and the next generation of search engines could create a new frontier for developers and unleash a new generation of applications. Therefore, it is likely that these business opportunities will attract significant investment and generate substantial revenue.

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