Marginal Intelligence

Marginal Intelligence

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Data Acquisition Steeplechase
Incumbents in the LLM development space will continue to benefit from unobstructed access to training data pre-2023 while new entrants will face a many…
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John Sturdivant
OpenAI has a Marshall Plan
Post-WWII style diplomacy is OpenAI's way to try to keep the peace with major data owners
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John Sturdivant
What Xerox Hath Wrought
The panic induced by the Xerox machine in 1976 teaches a lesson about the Generative AI panic we are experiencing now
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John Sturdivant
Unions Disagree on AI
The Hollywood and UPS unions have taken very different approaches to accommodating or fighting the rise of AI with dramatically different outcomes
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John Sturdivant

July 2023

The New York Times Wants OpenAI to Pay Up
Big Journalism is preparing for a legal and economic battle against Big Tech. My money is on Big Tech.
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John Sturdivant
The Content vs. Capital Battle is Brewing in AI
OpenAI got investigated by the FTC and announced a major partnership within hours of each other. The timing was poetic, probably coincidental, and not…
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John Sturdivant
Big Tech has an Antitrust Problem
Google, Amazon, and Microsoft are in awkward frenemy relationships with LLM developers. This could be very bad for them and good for antitrust lawyers.
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John Sturdivant

June 2023

OpenAI Got Sued
But the claims of $3b in damages and impending civilization collapse probably won't go anywhere
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John Sturdivant
Generative AI is Having a MoviePass Moment
The current business trends around Generative AI risk repeating the mistakes of heavily-subsidized business models from the last decade
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John Sturdivant
Nvidia - The Accidental Trillionaire
And a bunch of hackers in San Francisco are probably going destroy lots of VC investment
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John Sturdivant

May 2023

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