The AI Playbook: Core Concepts, Future Direction, and the Companies Set to Win or Lose

Thank you for being a paid subscriber! This playbook is your constantly updated resource, diving into my core AI concepts and the specific companies poised to win or lose.

Table of Contents

• Ongoing AI costs may be higher, which could curb frontier AI adoption and lower switching costs

• Generative AI will open the long tail of commerce

• Large language models are still a big deal making rapid progress

• Superintelligence is not imminent

• Google is the Vertically Integrated AI Company

• Smaller and Efficient Models Outperform Larger LLMs