Tuesday, January 30, 2024

Where are Hyperscalers in Terms of Crossing the Chasm?

If the concept of crossing the chasm has validity, it also will apply to adoption of artificial intelligence. According to the concept, very-early adopters are technology enthusiasts. 

source: Ignition Framework 


One of the key insights is that mass market adoption will be driven by pragmatic end users who see value in using a technology, where the early adopters are more interested in “breakthrough” technology and mass market consumers are more interested in applied value, usefulness and cost benefits. 


As applied to AI, or large learning models, firms most likely to invest heavily at this early stage include infrastructure suppliers of graphics processor units; GPU as a service providers; data centers and developers of LLMs. 


Other early adopters will include enterprise and consumer software suppliers who want to ensure their existing products take advantage of LLMs. 

source: themarketingstudent.com 


Right at this moment, it might be fair to characterize enterprise software suppliers as being in the innovator stage, moving towards “early adopter” status when it comes to LLMs and AI in general. Where to place consumer software suppliers--including providers of search, social media or e-commerce, might be more complex. 


Obviously, Amazon has been using AI to support its recommendation engines for some time, as well as its speech-to-text functions. Google seems to have moved faster to incorporate LLMs into its core search functions, while Microsoft has moved to incorporate LLM functionality into its office suite. 


That tends to make Google, Amazon and Microsoft “early adopters” as well as innovators, to the extent that each is developing LLMs. 


Adoption by early majority customers has yet to be reached, as such customers care more about practical value and cost savings than tech prowess as such.


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