Artificial Intelligence (AI)

Silicon Valley Daily

The competitive intensity and resulting consumer surplus in AI is unlike anything I've ever seen.

Upgrade cycle times:

- cars: ~10  years
- laptops: ~5  years
- phones: ~ 2 years
- ai models: ~ every 2 weeks

Every competitive tech market has been through this kind of dick measuring contest. Eventually it gets to the point where it's just diminishing returns with these stats. In the end these charts appeal mainly to enthusiasts and investors. With the exception of certain use cases, the general public won't notice the incremental difference in their daily usage.

Building askgina.ai | prev: blockchain research @coinbase | sidshekhar.com

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