Who Wins the AI Value Chain?

The article "Who Wins the AI Value Chain?" explores the competitive landscape of AI and its potential threats. It distinguishes between a doomsday AI scenario and a more realistic scenario where AI upends market dynamics, concentrating wealth among a few. The piece attempts to map out the AI value chain by focusing on five key activities: Compute, Data, Foundational Model, Fine Tune, and End User Access Point, and provides insights into how different types of companies might succeed or fail in these areas.

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