Earlier, the AI industry will unite.
Which company among today's AI AI will live in Shakeout, which will be offered in a large company, and which will be lost, in fact, it is impossible to know. But a variety of views on the current ones of high -end AI startups are to teach in their own right, providing an important measure of the industry and the investor's expectations.
A few weeks ago, we sent your prediction call on how the big start of AI will continue over the next to five years. And several people came back to us, and good perfumes take it. Two people said Coreweave “lost,” very few were expected to be strong on anthropic, and there was a lot of negligence on the mistral. Predictions on Openai's future were negatively directed, as it was with the problem.
Some of the most divided feedbacks involved a small car company driving Waymo-even from investors within the same company. Marissa Moore and Julianna Vitolo of Omers Ventures took the cows and carried the case to Waymo's future.
“Waymo gives us towels like a robotaxi and sells vigorously by issuing its licenses to other operators and ship operators and becomes the main platform for the independence of the passenger car in America,” Moore predicted.
Take it to Vitolo, at the time, was: “Waymo is set for Uber and Lyft eclipse in Metros like SF before running a table in other urban settings … We have passed the return step and Waymo will eventually beat Rideshare 1.0 players.”
Very few investigators of the investigation seemed to have high hopes for the recent ILA-ED or Mistral or Mistral foundation. If Umesh Padval, the CEO of Thomvest Ventures, said: In addition to the concern of Coreweave customers' collection, the company faces “the risk that the GPU distribution can be a requirement that will result in price pressure and GPU depletion period that may be shorter than the expected six years.”
“As a clear source model provider, Mistral can strive to compete and generate revenue in the market that is dominated by Meta's Llama and major players like Anthropic and Cohere,” Padval added.
But it's not bad for the Mistral, as Anik Bose, the main ally in the BGV says, “Mistral can benefit from the European AI independence agenda.”
Ethan Batraski, a partner in Venrock, wrote Luck That he expects IBM or Oracle will find a partnership, Xai to be “the leader of the consumer market,” and that the problem will be found by Microsoft in efforts to revive Bing. And: “Openai will not be beneficial, forever,” he wrote.
Since we are talking about AI, I decided to feed all the reader's response to the chatgpt and asked for a summary of the general comments of the readers about AI's various starts.
Anthropic was considered “smart, consistent, invisible” by temporary paper readers, according to the chatgpt summary. Taking the most positive unworthy was close to the database, “permanent and disciplined, infra crown gems.” Views around the mistral were described as “underdog with geography tails, but a small ceiling.” The discomfort and XAi were described as “polarizing,” canva as “a strong brand, but at risk of slipping,” when Waymo was described as “contested, of course.”
Chatgpt's punchy synopsis of emotions around Openai called its manufacturer “Kingpin of users without a profitable way.” But I would like to say Sophie Balaka, a collaborative fund partner, made the best: “Openai feels inevitable, given his head and ownership of mentally useful, but it also carries the heavier expectations.”
We'll see you tomorrow,
Allie Garfinkle
X: @agarfinks
Email: Alexandra.garfinkle@fortune.com
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This story was previously shown Bahati.com