GenAI insights and trends
Joined June 2012
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- Following 1,078
- Followers 270
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GenAI Simplified retweeted
When the most capable model on Earth vanished in three days #fable open.substack.com/pub/genait…
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The Agentic Era: From Theory to Risk
open.substack.com/pub/genait…
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Read about OpenAI's deployment co along with repurcussions of labeling AI tools as employees as organizations grapple with adopting the newest AI tools.
substack.com/@genaianalyst/n…
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$7B in PE-backed joint ventures from @AnthropicAI and @OpenAI in the same week. They are not selling models anymore. They are embedding engineers inside portfolio companies. The distribution layer is the product now. Read more in my substack. #PrivateEquity #LLM #GenerativeAI
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OpenAI Is Fumbling Its Way to an IPO, and Enterprise Buyers Are Absorbing the Cost
OpenAI appears to be shipping out of fear rather than strategy. Five product launches in five days, a flagship feature deprecated with no migration path, and a new model that doubles the price.
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The Hidden "Efficiency" Tax: New models like @AnthropicAI @claudeai Opus 4.7 use tokenizers that can consume 35% more tokens for the same input, while "thinking harder" in agentic settings to produce even more output tokens. #usagebasedpricing #tokens #LLMs
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Major vendors like Anthropic are actively dismantling flat-rate models, moving large customers to a base seat fee plus metered API rates per token. Check my substack at: open.substack.com/pub/genait…
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Read my post for more details
open.substack.com/pub/genait…
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GenAI Simplified retweeted
Apr 15
Compute constraints are a double bind:
On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse models. This hurts current growth
On the training side, you can't train the next gen of models to stay competitive. This hurts future growth
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There is a significant shift underway in terms of value creation from LLMs to the harness around them. Check my susbtack to get more insights around it.
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How companies are building vertical specific models and beating frontier models with the proprietary AI flywheel #verticalAI #generativeAI
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check this post for more details
genaitoday.substack.com/p/th…
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