Steve McGrath’s Post

#Leadership24 Where potential and profit align or collide… From my observation, the priorities of realizing maximums are misaligned. Historically the case studies that maximize profit are misaligned from those that maximize potential. With few exceptions. Similar to a military officer retracing the phases of a battle, business school students retrace the (mis)steps and decisions of business leaders. You’ll find Kodak, Blockbuster and Starbucks on the syllabus. “AI” is THE use case/casestudy of our century. Get something to write with and something to write on…

The AI bubble is reaching a tipping point. Navigating what comes next will be essential

Insightful article on the current gap between actual AI revenue and the needed AI revenue, to justify the big investments going into AI. AI will be the defining technology of this century. But in this early stages of the new era, expect thousand flowers to bloom, and wither, to finally yield a few big oak trees of the AI era.

The AI bubble is reaching a tipping point. Navigating what comes next will be essential. David Cahn has outlined it beautifully in the article below. Must read! #AI #technology #GPU https://lnkd.in/gf5WcChA

There is a big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI ecosystem. How wide? Roughly $600 billion. Will the trains soon arrive along this $600 billion worth of track to deliver value to close this gap?

I concur Neal Mann & the AHA moment is powered by the underlying LLM & AI, yet not only that layer…the full experience needs to be as delightful, effortless & customer need aligned as always. Brand, marketing, product, CX, data, technology, processes & people need to be aligned around these. #ai #productmanagement #cx

Excellent analysis from David Cahn Sequoia about AI revenue potential. "At that time, I noticed a big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI ecosystem, which is also a proxy for end-user value. I described this as a “$125B hole that needs to be filled for each year of CapEx at today’s levels.” #AI #Data #edge https://lnkd.in/enGy_fd8

Is #AI in a bubble? There is a whole article about why we are in one, but if you create a solution people need, enjoy the run up like I'm doing with GhostwriterAI. 😎 https://lnkd.in/gcW3j4JV

Tinkering; it takes about 8000 H100s running for 90 days to train a 1.8 Trillion param MoE GPT-4 scale model and since it takes to have these in a networked clusters (which has cost) best guess is tat FB can realistically make 6 GPT4's every 90 days. Commoditization, Darwinism and perfecting LLM's use cases vs furthering AI in a "freemium world" will not be instant and shall be bumpy! https://lnkd.in/gpx4EXrh

An interesting article by Sequoia Capital reasoning about potential over-investment in #AI #Infrastructure and the growing gap in AI-related revenue. It’s getting very clear that the AI #bubble is reaching the tipping point.