A) so you’re competing against aws, azure, etc. That sounds brutally tough.
B) re: value adds, like what exactly?
C) this seems like such core functionality that a company wouldn’t outsource this to a 3rd party vendor. If that’s the case, there isn’t an opportunity to sell anything if you’re that AL/ML vendor then.
A) aws/azure need nvidia/amd chips in their servers... it is too difficult to homegrow these chips (altho aws is trying)
B) microsoft (github autopilot 20$ per month per user), document/image autogeneration from a prompt (likely in word doc 5$ a month per user for this)
C) right yea, thats why fb/goog have big ai farms
