Greetings from a world where… ChinAI is now six years old, which means it should be beginning to speak in simple but complete sentences, tell time, and develop a sense of humor, but let’s not put too much pressure on it to hit these milestones. After all, all newsletters develop at their own pace.
I’ve always found your GPT diffusion argument to be compelling. Yet others, while not disagreeing entirely with your analysis, suggest that the speed of AI development and diffusion is fundamentally different than, say, electricity. Which took much longer (though I can argue that AI is not developing as fast as often portrayed).
Hence there is still a major competitive structural advantage to being a LS-like first mover. Something along the lines of, getting there first is critical, and will eventually help increase the advantages inherent in broad and deep diffusion.
生日快乐!
I’ve always found your GPT diffusion argument to be compelling. Yet others, while not disagreeing entirely with your analysis, suggest that the speed of AI development and diffusion is fundamentally different than, say, electricity. Which took much longer (though I can argue that AI is not developing as fast as often portrayed).
Hence there is still a major competitive structural advantage to being a LS-like first mover. Something along the lines of, getting there first is critical, and will eventually help increase the advantages inherent in broad and deep diffusion.
How do you answer that critique?