Board Member | CEO and Global Chief AI Officer | AI & Product Strategy | $1Billion P&L
Bessemer Venture Partners recently released their State of the Cloud report, focused on the rise of the AI Cloud. AI capabilities are driving value creation across platforms, verticals, and the path for which new value is created. Here are my top 3* takeaways: 1️⃣ Similar to what we observed in the Cloud Platform layer, the AI model layer will become commoditized over time. Additionally, the analysis wins for the most creative comparison of potato chips to LLMs. 🤣 2️⃣ The rise of SLMs - I’m bullish on this one having seen results of accuracy and lower gpu overhead these can provide for smaller / single stream solutions 3️⃣ Vertical AI is driving a new class of business models and applications, providing a market growth opportunity to develop target solutions for domain specific challenges. *3 was tough to arrive at, the report provides a well rounded point of view across their 5 trends. h/t to Kiran Rao for bumping this to the top of my feed. #ai #cloud
𝐒𝐭𝐚𝐭𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐂𝐥𝐨𝐮𝐝 𝟐𝟎𝟐𝟒 serves as both a eulogy for the legacy cloud and a celebration of the current AI Cloud moment. ☁️ In this report, we focus entirely on the 𝐭𝐨𝐩 𝐟𝐢𝐯𝐞 𝐭𝐫𝐞𝐧𝐝𝐬 deemed most relevant to the AI Cloud by our global team of investors and the implications for the thrilling years we predict are headed our way. 𝐖𝐡𝐲? AI is all we can think about. In 2023, our enthusiasm for AI was underscored by our committed $1 billion in funding. A year later, we have total conviction in the promise of AI — we’ve backed multiple new investments in AI startups and the broad adoption of LLM technology in nearly every portfolio company roadmap. It’s rare to find a cloud company these days that isn’t, at some level, an AI company. Dive into this year's report, where we share our deep dive analysis, top predictions, spicy takes, and behind-the-scenes conversations with our investors. ☁️ 📈 🎥 https://lnkd.in/gTS4-kKX
