AI Boom Vs. Internet Boom
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- čas přidán 2. 06. 2024
- How does the current AI boom compare to the past internet boom? Marc Andreessen and Ben Horowitz explain in this clip.
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Get to the point… JFC! These VCs wouldn’t stick around listening to a founder pitching his idea in such a convoluted and long winded way.
Saying a bunch of nothing.
Good thing their money is making money. I bet he hasn't had an original profitable idea on his own in decades.
Thank you kindly Mr Andreesen and Mr Horowitz. These discussions are most useful in helping us strategise.
Its crazy how one host is carrying these talks and the other is just meandering thru it tho
sit down kid
The point at the end resonated with me. These are very much just tools that are easy to move between. I already use several different models for different purposes.
The AI boom and the Internet boom are often compared, but they have distinct differences and similarities. Here’s a summary:
Key Differences:
Nature of Technology:
Internet Boom: The internet was fundamentally a network that connected many existing computers and facilitated the creation of new ones. It was dominated by network effects, where the value of the network increased as more people joined.
AI Boom: AI is more akin to a new kind of computer or microprocessor. It processes data, learns from it, and generates outputs. It’s an information processing system rather than a network.
Industry Dynamics:
Internet Boom: Focused on building networks and applications that leveraged network effects. Companies fought to gain and maintain user bases to capitalize on these effects.
AI Boom: Involves building various AI models and applications. The focus is on improving the capabilities of these models and integrating them into different domains.
Lock-in and Usability:
Internet Boom: Lock-in was significant due to the complexity of using early computers and networks. Switching costs were high.
AI Boom: AI is easier to use as it can understand and generate human language. This reduces lock-in and allows for more flexibility in choosing AI solutions.
Similarities:
Speculative Boom and Bust:
Both booms experienced speculative investment cycles, where initial excitement led to overinvestment, followed by a bust when expectations were not met. This cycle is typical for new, transformative technologies.
Economic and Cultural Impact:
Both technologies have had profound impacts on the economy and culture. The internet revolutionized communication, commerce, and information sharing. AI is poised to transform industries by automating tasks, enhancing decision-making, and creating new capabilities.
Lessons Learned:
Boom-Bust Nature:
Expect cycles of overinvestment and correction. This is a natural part of the adoption curve for transformative technologies.
Openness vs. Proprietary Systems:
The internet started with proprietary networks and moved towards openness, which fueled its growth. There is a risk that AI could move towards more closed systems, which could stifle innovation and competition.
Speculative Investment:
Speculative investment is a double-edged sword. It can lead to rapid development and deployment of new technologies but also to significant financial losses when expectations are not met.
Future Outlook:
AI Models: The future of AI likely involves a diverse ecosystem of models of various sizes and capabilities, similar to the evolution of computers from mainframes to microprocessors.
Integration and Application: The focus will be on integrating AI into various domains and creating applications that leverage AI’s unique capabilities.
You guys are killing it. Thank you for sharing your expertise.
This is great. Thank you for posting this
The network was a network. Well done Marc. What a lot of hot air.
Please continue to pump out these discussions/podcasts with Marc and Ben; they are quickly becoming my favorite, aside from Lex.
The PC analogy and its history is very smart. Thank you Marc
It’s great to see actual individuals who fundamentally know the financial field. There’s too much junk floating around CZcams.
👏 Fascinating insights! Understanding the fundamental differences between AI and Web 1.0 helps shape our perspective on the current state of technology and its trajectory. 🚀 It's crucial to draw lessons from the right historical parallels to navigate the landscape effectively.
Thanks guys!
Interesting comparison. I like to think of the Internet as being made possible by the breaking up of the telecom monopoly/oligopoly, which allowed small players with minimal investments to take advantage of the open “common carrier” nature of the Internet. Here we are decades later, with clear oligopolies, or in VC speak, “moats,” but which, because of financial necessity, are required to fund and train these AI systems. That is to say; I don't think we would've had the rapid development of the Internet without the anti-trust actions, and on the other hand, I don't think we would've had the rapid development of AI with anti-trust actions that many have called for.
The models are a commodity. The application of them is the valuable part.
Good show my bros
Can’t wait to meet you guys one of these days God willing
Simply brilliant
thx
Maybe would be better to post the clips in another dedicated channel like "a16z Clips" like most other big podcasts out there. Just to keep this feed cleaner
Well AI is a Neural Network and the users are creating networked intelligence its just not connecting people
Another angle
Nice
Internet boom it will help to AI fast growth becasuse of more datas are generated via internet ,data is fuel for AI
Environment Container = Strong Fast Aggregate
Environment : Internet
God : Website
Cheers~
0:07 anyone using web versions don’t know shit about web
Love this show!
Ben: "... and so what is the lock-in there?"
Reusing the same prompts in a different model doesn't work very well.
A model might have the same lock-in as a personal assistant who you know well and who knows you well.
I'm not sure on this. It's just a hypothesis.
Unsubscriped, but I want my time back too😢
Why?
@@user.1743 this channel is the most surface disinformation spreader on yt, tell me just one insight you got from this?
@@klausditrich7323 Marc's oppinion on the current state of affairs, which is what this is about.
@@klausditrich7323 english do you speak it?
I have hard time taking a16z serious since their over the top crypto shilling.