Themes: The State Of Generative AI - July 2023 (Pt.1)
Summary
* The AI hype cycle, initiated by OpenAI's groundbreaking release of the ChatGPT model in November 2022, is not only substantial but also holds immense potential.
* Although we currently find ourselves amidst a bubble, we anticipate that several prominent enterprises will emerge, analogous to the aftermath of the Dot-com bubble.
* AI competition remains in its infancy. While the reverence for tech giants like NVIDIA Corporation (NVDA), OpenAI, and Microsoft Corporation (MSFT) is just