Chat GPT and AI stuff

So just out of curiosity, I asked ChatGPT …”does ChatGPT pay to use internet content in its database?”

Response:

“ No, ChatGPT does not pay to use internet content in its database. The model is trained on a diverse range of internet text, but OpenAI, the organization behind ChatGPT, adheres to ethical guidelines and respects copyright laws. The internet content used in the training is publicly available information, and the model is not accessing real-time or proprietary data during conversations. It's important to note that while the model has been trained on a vast amount of data, it doesn't have the ability to access subscription sites, databases, confidential information, or any content that requires specific access permissions. It generates responses based on patterns learned during training and does not have the capability to pay for or access external content beyond its training data”

Not sure I buy the bolded part (my emphasis)…I know many publishers think they are violating copywrite laws.
 
The first question is do you buy the arms or the arms dealers? Nvidia, AMD and to a small extend Intel and ARM have had the biggest gain for the AI boom. It doesn't matter what platform wins because they all need hardware. Does the open source RISC-V architecture allow smaller competitors a path to displace them with cheaper, more efficient hardware? Do you go further agnostic and look beyond the chip designer to the contract manufactures (TMSC, Global Foundries, Intel, Samsung, Hynix, etc)?

From the software side we are moving away from pure machine learning and LLM to real generative AI. The companies that can monetize that will be the winners. And that's the problem. Right now much of what we call AI is free. How are companies going to make a profit from it considering the huge hardware and operational costs? MSFT is batting around having a paid feature integrated into Windows and Office 365. Google could do the same. Are consumers willing to pay? Are businesses, knowing the security threats it will introduce pay?

After that you look are how AI will displace established industries? Will the world need as many accountants, or lawyers or radiologists? Will it need even less office space in the future putting further pressure of REITs?
 
Github Copilot and copilot chat

Anyone else using Github copilot and copilot chat? When I'm writing Python code in an IDE copilot will predict the code I need. It'll show up as grayed out code and I hit the tab button to add it. Sometimes it's subtle, sometimes it's OMG. Yesterday I started to write a function like "def create_" - copilot gave me a suggestion for the entire method. It guessed what I was going to do and wrote the code. Was the code 100% correct? Nope, but it was probably 90% correct and 90% complete. It even handled something in a more efficient way than I normally do it. So I learned something as well. Copilot chat is something I just added and it's like a ChatBot that can see your code and answer questions with context.

As much as ChatGTP has been a game changing technology, Copilot is as well. It's just amazing. Sometimes I'll just hit the enter button and wait a second or two before I start typing to see if it'll predict the next bit of code that I need. It often does.
 
From the software side we are moving away from pure machine learning and LLM to real generative AI. The companies that can monetize that will be the winners. And that's the problem. Right now much of what we call AI is free. How are companies going to make a profit from it considering the huge hardware and operational costs? MSFT is batting around having a paid feature integrated into Windows and Office 365. Google could do the same. Are consumers willing to pay? Are businesses, knowing the security threats it will introduce pay?

IMO, the biggest software and consulting players are already monetization experts. I strongly suspect consumers will gladly pay.

If I’m correct, then who do you think will dominate? Who will be the top 5 players 2-10 years from now?
 
As much as ChatGTP has been a game changing technology, Copilot is as well. It's just amazing.

I’d love to hear your opinions….

IMO, the biggest software and consulting players are already monetization experts. I strongly suspect consumers will gladly pay.

If I’m correct, then who do you think will dominate? Who will be the top 5 players 2-10 years from now?
 
I’d love to hear your opinions….

IMO, the biggest software and consulting players are already monetization experts. I strongly suspect consumers will gladly pay.

If I’m correct, then who do you think will dominate? Who will be the top 5 players 2-10 years from now?

I don’t see a world in which Google and Amazon aren’t two of em. Their ability to play catchup, steal, and throw money around all while dominating a market is tough to beat.
 
I don’t see a world in which Google and Amazon aren’t two of em. Their ability to play catchup, steal, and throw money around all while dominating a market is tough to beat.

This is basically what I came here to post. I don't know the top 5 software companies that'll dominate AI. I do know 2 of the top 5, however. Google (Alphabet) and Amazon are already making inroads. I don't think they have much catching up to do and as JNort says having resources to throw around will make a difference. By resources I mean money and an established engineering community.
 
I don’t see a world in which Google and Amazon aren’t two of em. Their ability to play catchup, steal, and throw money around all while dominating a market is tough to beat.

This is basically what I came here to post. I don't know the top 5 software companies that'll dominate AI. I do know 2 of the top 5, however. Google (Alphabet) and Amazon are already making inroads. I don't think they have much catching up to do and as JNort says having resources to throw around will make a difference. By resources I mean money and an established engineering community.

I agree with both of you about Google and Amazon! I’d also be surprised if Microsoft is not top 5.

The one that gets much less discussion is IBM. They’ve been in AI a long time with Watson. Jeopardy was probably more than a decade ago. IBM’s AI patents have patents.

Any IBM AI thoughts?
 
Three Mile Island is reopening, and all of the power is going to be consumed by Microsoft.
Constellation Energy announced Friday that its Unit 1 reactor, which closed five years ago, is expected to be revived in 2028, dependent on Nuclear Regulatory Commission approval. Microsoft will purchase the carbon-free energy produced from it to power its data centers to support artificial intelligence.

 
This sets off a few alarm bells for me.

Complex games like chess and Go have long been used to test AI models’ capabilities. But while IBM’s Deep Blue defeated reigning world chess champion Garry Kasparov in the 1990s by playing by the rules, today’s advanced AI models like OpenAI’s o1-preview are less scrupulous. When sensing defeat in a match against a skilled chess bot, they don’t always concede, instead sometimes opting to cheat by hacking their opponent so that the bot automatically forfeits the game.

 
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