AI Industry

AI progress is constrained by bottlenecks in essential economic sectors and steps of the innovation process, and that breakthroughs in manipulating the physical world are necessary

The comparison between AI and the dot com bubble is not entirely accurate due to distinct differences between the two.

Business standard

Can it be better than the SOTA AI model (competitiveness)?

Are customers willing to pay?

https://pitch.com/v/2jmm9p/91121676-3297-4dc1-bfb6-9d88cb62ea92

AI Companies

AI Vision Companies

AI Industry Notion

Industry Landscape

The One-person Billion-dollar Company

Can AI agents make you a billionaire?

https://every.to/napkin-math/the-one-person-billion-dollar-company

Why transformative AI is really, really hard to achieve

A collection of the best technical, social, and economic arguments

https://zhengdongwang.com/2023/06/27/why-transformative-ai-is-really-really-hard-to-achieve.html

AI Will Create More Developers, Not Less

There are way more technologies that ought to be built that aren’t.

https://interconnect.substack.com/p/ai-will-create-more-developers-not

Serious problem: A Few Influencers Are Shaping AI

A Few Social Media Influencers Are Shaping AI

Tweets lead to attention, which leads to higher citation numbers

https://spectrum.ieee.org/social-media-ai

Presentations — Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2024, ‘AI, and everything else’.

https://www.ben-evans.com/presentations

AI Industry

Business standard

Industry Landscape

Serious problem: A Few Influencers Are Shaping AI

Recommendations