Underdog

[D]💥 How Underdog AI Companies Will Crush Silicon Valley Giants.

💥 How Underdog AI Companies Will Crush Silicon Valley Giants. Opportunities in AI: Creating Abundant Intelligence. Generative AI like ChatGPT brings complex tasks within reach and is set to transform society. Startups have an opportunity in applying AI to create "abundant intelligence". In the past year, ChatGPT, GitHub Copilot, and Midjourney have rapidly grown to $100M+ revenue. AI startups face competition from tech giants also moving quickly into AI. Startups must pick spots where they have an advantage. Opportunities exist in expanding the application universe into new greenfield opportunities like automating mundane decisions, masking workflow complexity, and reimagining applications. Infrastructure tools make models more powerful by chaining them together and improving accuracy. Opportunity areas include unstructured data management, agent-driven automation, model evaluation, and experimentation. Key players emerging are foundation model providers like OpenAI and Anthropic, companies building domain-specific models, and platforms for autonomous agents. Advantages exist for startups focused on imagination and technical ability to find non-obvious ideas, while large companies retrofit existing businesses.