The Four Wars of the AI Stack - Dec 2023 Recap
Jan 26, 2024 · 1:20:58
Swyx and Alessio recap December 2023 by framing the AI landscape as four wars: the Data War (NYT lawsuit demanding destruction of GPTs, OpenAI's data partnerships, synthetic data from DeepMind); the GPU/Inference War (Mixtral price dropping 90% to $0.27/million tokens, benchmark drama between Anyscale and Together, alternative architectures like Mamba); the Multimodality War (Midjourney reaching $200M ARR, ElevenLabs hitting unicorn status, OpenAI and Google building god models); and the RAG/Ops War (LangChain vs LlamaIndex, Pinecone's $750M valuation, Qdrant serving OpenAI and Anthropic internally). They argue agents and open source are not active wars, and predict 2024 will see AI finally reach production, with hardware like Rabbit R1 and Tab capturing unique context.
