Talk summary / 6:47 min
Mapping the Landscape of AI Applications and Industry Developments
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In this video
- 0:00 What makes up the AI landscape?
- 0:54 Which labs make the models?
- 2:36 Who builds on the models?
- 3:11 Which AI apps do people use?
- 4:16 What changes when AI becomes an agent?
- 5:21 Who pays for AI, and how much?
- 6:22 What follows for apps and agents?
Dominik Lukeš opens the lecture with a map of the AI industry in three layers: models, chatbots and apps, each of them a model plus orchestration. He places the labs, from the three established leaders to the returning ones and China's, and the companies that build on their models or add them as features. He then turns to what people use and pay for. His view is that agents are the new category, that full agent use now costs $100 to $500 a month, and that agents will become the normal way of using AI, whether in months or in a year.
You'll come away with
- A way to place any AI tool as a model, a chatbot or an app, and to say what a model plus orchestration means in each.
- The package every lab now sells: a model family, a chatbot and a coding agent, free use with limits, and a subscription plan with credits, with virtually no unlimited use left.
- What people use and pay for: by monthly visits ChatGPT is first, then Gemini, then Claude; in YipitData's US panel paid use rose from 2.1 per cent to 4.5 per cent of eligible consumers, and the top 1 per cent of payers account for more of the spending than the bottom half.
- Why Dominik thinks apps in design, coding, research and productivity may matter less as chatbots absorb them, though he does not say they will go away.
Narration uses a synthetic voice. This video is an AI-assisted summary of the recorded lecture.