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cover of episode Shifting Power Dynamics in AI-Focused Cloud

Shifting Power Dynamics in AI-Focused Cloud

2024/5/16
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Greymatter
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Jason Risch & Jerry Chen: 在人工智能的推动下，整个生态系统对NVIDIA的依赖日益增加，NVIDIA已成为技术生态系统的中心力量。NVIDIA不仅控制着GPU，还通过DGX云与AWS、Azure和GCP展开直接竞争，巩固了其在AI革命中的核心地位。这种权力格局的转变，为中小型计算公司创造了机会，它们通过与NVIDIA的合作，重新获得了市场份额。例如，Databricks和Snowflake通过与NVIDIA的合作，成为了AI计算生态系统中的强大参与者。然而，这种新的权力动态也意味着初创公司必须以不同的方式参与竞争，避免与大型云服务商直接竞争，向上发展，建立深厚的知识产权，拥有开发者社区仍然适用。 Jason Risch & Jerry Chen: 我们观察到，融资主要集中在计算和基础模型上，因此初创公司必须在堆栈的其他层寻找机会。在基础设施方面，初创公司需要专注于适应快速变化的环境，构建敏捷且以开发者为中心的基础设施。数据组件是构建产品深度和知识产权的最佳机会，开发者需要使开源模型更有效的工具。此外，企业在使用LLM应用程序时面临的主要挑战之一是无法可靠地预测响应质量，因此可观察性工具变得至关重要。许多领先的AI应用公司正在代理层构建其核心IP，提供特定于代理的工具存在机会。在应用层，垂直特定AI方法对初创公司来说是一个有吸引力的选择，并且似乎不是三大云提供商的关注领域。安全仍然是一个至关重要的问题，与AI相关的新风险加速了新公司的创建，需要一种新的云数据安全方法，以确保受保护的信息不会被摄取到AI模型中。最后，开发能够像人类工程师一样理解和说代码的AI工具，以及将通用AI引入物理世界，都是当前初创公司最令人兴奋的机会。

Deep Dive

Chapters
The essay discusses the shift in power dynamics in the cloud computing market, with NVIDIA emerging as a major player alongside the Big 3 (AWS, Azure, GCP). This is due to NVIDIA's influence on GPUs, investments, and its own AI cloud. This has created a 'Big Four' era, impacting startups' strategies.
  • NVIDIA's influence on GPUs and partnerships has made it a central power broker in the AI revolution.
  • The Big Four (NVIDIA, AWS, Azure, GCP) collectively power the AI ecosystem.
  • Record-breaking funding rounds favor large language model providers.
  • Startups need new competitive approaches in the AI era.

Shownotes Transcript

Audio version of the essay "The Big 4 Era: Shifting Power Dynamics in the AI-Focused Cloud" written by Greylock partners Jason Risch and Jerry Chen (read by Greylock head of editorial Heather Mack).

It’s never been harder to compete with the Big 3 cloud providers. As the AI revolution has shifted NVIDIA into the central power broker of the tech ecosystem, AWS, Azure, and GCP have rushed to build their AI edge. In this “Big 4” era, What’s left for startups?

At Greylock, we see ample opportunities in developer tools, infrastructure, agents, apps, security, codegen, and robotics. These observations our based on our daily work, as well as our ongoing data collection and analysis for our Castles in the Cloud project. This essay outlines those areas of opportunity, as well as those that are better suited for incumbents. You can read the essay at greylock.com.

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