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Updates: Meta - Underappreciated GenAI Potential (Pt.2)
Meta Platforms

Updates: Meta - Underappreciated GenAI Potential (Pt.2)

Summary * META's Llama project requires monetization strategies as funding scales to $100bn+, with potential approaches including SaaS and enterprise solutions. * META can leverage Llama for consumer applications and enterprise solutions, fostering a developer ecosystem while generating revenue through governance and alignment services and enhanced features. * META's monetization options include mimicking Google's Android bundle, adopting strategies like Databricks/Palantir, or exploring new
7 min read 10 Sep 2024
Themes: The State Of Generative AI July 2023 (Pt.2)
AI
27 min read 25 Jul 2023

Themes: The State Of Generative AI July 2023 (Pt.2)

ChatGPT SASE Catalyst For Netskope
ChatGPT
8 min read 07 Apr 2023

ChatGPT SASE Catalyst For Netskope

Summary * Netskope is SASE leader that has raised $1.4bn and will probably proceed with an IPO when economic uncertainty subsides and the markets recover somewhat. * In this short note, we discuss how ChatGPT will be a strong catalyst for Netskope outperforming the current SASE leader, Zscaler. * We discuss Netskope&

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