The Three Types of AI Businesses

# Hi Y'all!

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# The Three\* Types of AI businesses

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# OR Which Ska Wave Does Your Company Belong To?

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# The First Wave

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## Fusing Calypso and Mento with R&B and Jazz

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## Creating a new foundation that others will build on

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## Building frontier models on innovative technologies

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## Defining a new category

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## The models are the business

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## Think: OpenAI, Anthropic, Mistral, Google, etc.

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# The Second Wave

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## <iframe width="800" height="600" src="https://www.youtube.com/embed/MJ7ifuDVHl0" title="Too Much Pressure" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

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## Starts to bring in other elements, like Punk and Pop

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## Applying the core elements of Ska in new contexts

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## Second Wave businesses apply AI to their core processes

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## Think: SalesForce, Shopify, Voze, Spotify

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## The AI is a force multiplier for their businesses

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## Not the thing they are selling

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## 3rd Wave!

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## <iframe width="1662" height="808" src="https://www.youtube.com/embed/RNQDiOUvupE" title="Backstabber" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

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## Different subgenres address different groups

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## 3rd Wave companies are looking for that last bit of accuracy and alignment

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## They are often very focused in tight verticals

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## Often they are 2nd Wave companies first

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## Building, or fine tuning, models to serve business purposes

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## Models are still not what they are selling

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## 2nd and 3rd wave businesses use AI to serve business purposes

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# Why Does This Matter?

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## When do we all transition from 2 to 3?

### Will we ever need to?

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# Will the asymptote be high enough?

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# What we've learned over the last 12 months

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# Multimodal LLMs have entered the chat

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![](./images/Rent-all.png)

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![](./images/eemax.png)

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![](./images/jacklo.png)

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# Conclusion

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## Wave 1 gets the credit

## Wave 2 gets the adoption

## Wave 3 gets the cult following

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## Wave 1: Building Models for others (OpenAI, Anthropic, Google, Mistral, etc.)

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## Wave 2: Accelerated by frontier models

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## Wave 3: Building, or fine-tuning, models for internal use

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# ?s