Yes, as ever, the MAG7 is leading the market in being able to implement, scale, and grow revenues through the use of new tech. Customer zero is nothing new, but unless you have their depth of engineering prowess and depth of pocket, then this is out of reach for the rest of the market. I concede that the use of AI in call centre tech is probably the stand out for me, but it’s not new. IBM/Google/Genisys were driving the bot revolution many years ago.
I think we can all agree the LLM race is to the bottom as these orchestrators become commoditised, the long money is still in the integration, and the DATA, no surprises there. Agents fundamentally require lots of containers, which is a win for VAST.
Let us look at the winners over the past week, Tim Cook kept his hands in his pockets and now can choose an LLM per economic block for his platform. “Let them fight it out. I will charge them for access to my platform… I will win in the end!”. Probably the biggest winner was the gentleman not present at the inauguration, Jensen Huang; who was where? China! No doubt, with his order book in hand.
The last word from me quoting the great Jon Stewart:
“AI is losing its job to AI”