Piper Sandler Equity Research Analyst, Brent Bracelin, discusses outlook for the artificial intelligence industry.
You can watch the full interview here.
00:08: Beliefs in the AI industry
00:19: Outlook for different AI models by the end of the year
00:30: Why it's not a 'singular open AI game'
BRENT BRACELIN: If you look at some of the industry folks that are really close in the weeds around the genre of AI, I think there's a belief that, yes, ChatGPT was based on an OpenAI CPT3, 3 and 1/2 model. That's kind of what we're talking about now.
There could be a dozen different large language models by the end of the year. So there's gonna be a lot of other folks leveraging other AI models in different ways. So I don't think it's a singular OpenAI game.
I think it's just gonna have multiple players. We're really, really early. So it's gonna be fascinating to watch. It's gonna be exciting to watch. But again, I'll stress, we are the very nascent stages of adoption. But things will happen fast.