Great post! I like to think there is a Hofstadter's law equivalent of TAM expansion in AI services: "it'll be a larger TAM than you expect, even if you've taken into account this law" :)
I would like to think that AI services will accelerate the transition from on-prem to cloud, especially if we get AI agents to a point where languages like COBOL can easily be translated to more modern languages
Great article, Kevin. While overall thesis makes sense, 1) how about the open-source AI ecosystem disrupting the market for commercial inference services? 2) What if some inference providers develop end-user applications or industry-specific solutions? - this would change their value prop and potential TAM.
Kevin, great article! I am wondering if we can translate your blog into Chinese and post it on AI community. We will keep the original link and state where it is translated from. Thank you!
Great article! Just help me understand where companies like Groq and Crebras fit in your framework. Is it "Compute Substrate' layer, where they fit in?
Great post! I like to think there is a Hofstadter's law equivalent of TAM expansion in AI services: "it'll be a larger TAM than you expect, even if you've taken into account this law" :)
c.f. we still haven't scratched the surface of moving on-prem services to the cloud: https://x.com/umang/status/1811270475365994520
I would like to think that AI services will accelerate the transition from on-prem to cloud, especially if we get AI agents to a point where languages like COBOL can easily be translated to more modern languages
100%
Great article, Kevin. While overall thesis makes sense, 1) how about the open-source AI ecosystem disrupting the market for commercial inference services? 2) What if some inference providers develop end-user applications or industry-specific solutions? - this would change their value prop and potential TAM.
Nice blog Kevin!
Great analysis.
Kevin, great article! I am wondering if we can translate your blog into Chinese and post it on AI community. We will keep the original link and state where it is translated from. Thank you!
Just sent you a message!
Great article! Just help me understand where companies like Groq and Crebras fit in your framework. Is it "Compute Substrate' layer, where they fit in?