TMW #165 | Four Consumer Platforms for Generative AI

Mar 11, 2024

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Four Consumer Platforms for Generative AI

There are now four major platforms integrating Generative AI. Which one is making progress?

It’s been a good 15 months since OpenAI triggered a flood of Generative AI hype. Since then, it’s been nothing but a hamster wheel of new announcements of companies raising money for their obscure AI startup, existing companies haphazardly bolting on LLMs, and what this essay will talk about today: Huge platform shifts.

Now that the hype is normalizing, it’s a good time to assess which companies are actually winning in this newly formed domain. I think we have enough churn to sort through to see who’s winning and losing. 

Picture 1

Generative AI is as diverse as human thought, even if it’s not as smart as humans yet. Its application has been a wild journey into everything from putting your face into famous GIFs, to adding chat to your data features in analytics tools, to making AI generated videos and automated AI agents. 

Experimentation is great and fine, and we’ve seen a lot of that. But there comes a point where the commercialization of the technology will become the main focus. Investors and Wall Street will want returns for those billions of dollars poured into this new category. 

And what the past twelve months have been is not a development in new innovation, but the application of that technology to meet commercial goals. GPT was around for years before ChatGPT came on the scene

So have the past twelve months brought us game-changing new ways to commercialize AI among the world’s largest platforms, or has it been a great big flaming bonfire of money? 

Source: The Dark Night (2008)
Source: The Dark Night (2008)

Who is really winning the platform shift into Generative AI? To answer that there’s a culture question, a platform question, and a money question we must answer. Let’s start with the money question. 

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