AI Revolution - Transformers and Large Language Models (LLMs)

In the mobile revolution, much of the value of mobile was captured by incumbents. For example, while many startups tried to build “mobile CRM”, the winners were existing CRM companies who added a mobile app. Salesforce was not displaced by mobile, it added a mobile app. Similarly, Gmail, Microsoft Office etc were not displaced by mobile, they added... See more

Transformers and NLP more generally are still nascent in application today but will likely be a crucial wave over the next 5 years. As the models scale and natural language understanding grows stronger one can expect the enterprise to be transformed. Much of the world of an enterprise is effectively pushing around bits of language - legal contracts... See more

Part of the challenge of “AI” is we keep raising the bar on what it means for something to be a machine intelligence. Early machine learning models have been quite successful in terms of real world impact. Large scale applications of machine learning today include Google Search and ads targeting, Siri/Alexa, smart routing on mapping applications, s... See more