Generative AI Monetization (with Karl Freund)

The neXt Curve reThink Podcast

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Welcome to the neXt Curve reThink series that focuses on the state and future of the semiconductor industry - Silicon Futures.
In this installment of the Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk about profitability and the monetization of generative AI. It's a matter of debated between the two analysts who don't see eye-to-eye on the matters.
The duo talk and debate about:
* Karl has a bone to pick with Leonard about generative AI profit and monetization (01:00)
* What does generative AI monetization mean? (03:05)
* How do how do enterprises realize value from generative AI? (04:03)
* IBM's WatsonX benefit cases for generative AI (05:28)
* Are people skeptical about Gen AI or not skeptical enough? (09:45)
* Sources of generative AI monetization (12:36)
* The essentiality of end market value to sustain the Gen AI ecosystem (14:00)
* The Gen AI productivity thesis - automation and faster time to market (15:21)
* Semantic alignment on generative AI is missing and necessary (18:40)
* The checkered history of AI. Are we past it with Gen AI? (20:44)
* Who's making money in Gen AI? (23:45)
* Teeing up the AI PC episode (26:49)
Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.
Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.
Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.