Blue whale logo biting and breaking a computer chip, with debris flying.
Business Insights

Three Takeaways from DeepSeek’s Big Week: Innvations by China’s AI powerhouse DeepSeek highlight major shifts in the international scene

The buzz over DeepSeek this week crystallized, for many people, a few important trends that have been happening in plain sight.
Two colleagues discuss their chatbot’s success; one suggests hiring an AI Product Manager.
Business Insights

AI Product Managers Will Be In-Demand: As the cost of building AI products falls, demand for people who know what to build will rise. Get ready for an explosion in AI Product Management!

Writing software, especially prototypes, is becoming cheaper. This will lead to increased demand for people who can decide what to build. AI Product Management has a bright future!
Graph showing cross-validation accuracy vs. number of features for raw and whitened inputs.
Business Insights

Focus on the Future, Learn From the Past: 15 years ago, the idea of scaling up deep learning was controversial — but it was right. Keep your eyes open for such ideas in 2025.

I’m thrilled that former students and postdocs of mine won both of this year’s NeurIPS Test of Time Paper Awards.
Cartoon showing people stuck in wet concrete, with a person saying ‘You asked for a concrete idea!’
Business Insights

Best Practices for AI Product Management: Generative AI is making it possible to build new kinds of applications in new ways. Here are emerging best practices for AI product managers.

AI Product Management is evolving rapidly. The growth of generative AI and AI-based developer tools has created numerous opportunities to build AI applications.
AI ecosystem layers: applications, orchestration, foundational models, cloud, and semiconductors.
Business Insights

The Falling Cost of Building AI Applications: Big AI’s huge investments in foundation models enables developers to build AI applications at very low cost.

There’s a lingering misconception that building with generative AI is expensive.
Two cheetahs in a savannah, with one saying ‘Move fast and be responsible!’ in a speech bubble.
Business Insights

How to Get User Feedback to Your AI Products - Fast!: Your ability to prototype AI capabilities fast affects all parts of the product development cycle, starting with getting user feedback.

Startups live or die by their ability to execute at speed. For large companies, too, the speed with which an innovation team is able to iterate has a huge impact on its odds of success.
NG YEOL
Business Insights

An Asian AI Hub-in-the-Making: South Korea is well positioned to become a strong AI hub

Recently I visited South Korea, where I spoke at length about AI with President Yoon Suk Yeol. Based on what I saw there in government, business, and academia, the nation is well positioned to become a strong AI hub.
A graph of model pricing for GPT-4 and Llama 3.1. GPT-4 in March cost $36 per million tokens, GPT-4 Turbo $14, GPT-4o $7.
Business Insights

Falling LLM Token Prices and What They Mean for AI Companies: The price of using large language models like GPT-4 is falling dramatically. Here’s how AI companies can capitalize on the trend.

After a recent price reduction by OpenAI, GPT-4o tokens now cost $4 per million tokens (using a blended rate that assumes 80% input and 20% output tokens).
Thailand’s AI Push: How countries that aren’t AI hotspots will benefit from AI advances
Business Insights

Thailand’s AI Push: How countries that aren’t AI hotspots will benefit from AI advances

When entrepreneurs build a startup, it is often their speed and momentum that gives them a shot at competing with the tech behemoths. This is true of countries as well.
How to Brainstorm AI Startup Ideas: Best practices for brainstorming, evaluating, and prioritizing great ideas for AI startups and products
Business Insights

How to Brainstorm AI Startup Ideas: Best practices for brainstorming, evaluating, and prioritizing great ideas for AI startups and products

Last week, I wrote about why working on a concrete startup or project idea — meaning a specific product envisioned in enough detail that we can build it for a specific target user
Life in Low Data Gravity: With generative AI, data is bound less tightly to the cloud provider where it’s stored. This has big implications for developers, CIOs, and cloud platforms.
Business Insights

Life in Low Data Gravity: With generative AI, data is bound less tightly to the cloud provider where it’s stored. This has big implications for developers, CIOs, and cloud platforms.

I’ve noticed a trend in how generative AI applications are built that might affect both big companies and developers: The gravity of data is decreasing.
Three Themes for AI Entrepreneurs: Starting an AI company? Three keys to AI entrepreneurship emerged at AI Fund’s annual co-founder and CEO summit.
Business Insights

Three Themes for AI Entrepreneurs: Starting an AI company? Three keys to AI entrepreneurship emerged at AI Fund’s annual co-founder and CEO summit.

Earlier this month, my team AI Fund held its annual co-founder and CEO summit, where many of our collaborators gathered in California for two days to discuss how to build AI companies.
What If Large Language Models Become a Commodity?: Large language models are proliferating. What are the prospects for Amazon, Google, Meta, Microsoft, OpenAI, and LLM startups?
Business Insights

What If Large Language Models Become a Commodity?: Large language models are proliferating. What are the prospects for Amazon, Google, Meta, Microsoft, OpenAI, and LLM startups?

On the LMSYS Chatbot Arena Leaderboard, which pits chatbots against each other anonymously and prompts users to judge which one generated a better answer...
What's Next for OpenAI: The abrupt firing and reinstatement of OpenAI CEO Sam Alman leaves impacts both hopeful and worrisome.
Business Insights

What's Next for OpenAI: The abrupt firing and reinstatement of OpenAI CEO Sam Alman leaves impacts both hopeful and worrisome.

I’m delighted that the crisis at OpenAI, which you can read about below, seems to have been resolved with an agreement in principle for Sam Altman to return as CEO after his sudden firing last week.
Left: Datacenter Right: Human hands holding and manipulating a mobile phone
Business Insights

Why AI Will Move to Edge Devices: AI will continue to run in data centers, but technology and economics are pushing it to the edge as well.

I wrote earlier about how my team at AI Fund saw that GPT-3 set a new direction for building language applications, two years before ChatGPT was released. I’ll go out on a limb to make another prediction
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