Suggestions
Awadhesh Kumar
Film Producer/Consultant | xDeloitte, NFDC(India)
Awadhesh Kumar is a result-driven professional who has worked in the media/entertainment, consulting, and technology sectors for over 13 years. With a Master of Business Administration from the University of Southern California - Marshall School of Business and a Bachelor of Engineering from Birla Institute of Technology, Mesra, Kumar is a strategic and analytical thinker and a generalist who can get the job done. Having previously worked as the Head of Distribution & Syndication at National Film Development Corporation, Production Consultant at Kaleidoscope Entertainment Pvt. Ltd, Head of Sales & Client Servicing at ContentFlow Technologies, and Technical Analyst - CRM at Cognizant, Kumar is experienced in cloud strategy, technology strategy, key account management, business development, partnerships, movie production, streaming, digital distribution, theatrical distribution, content licensing, marketing, and P&L.
Highlights
Great time attending VIZIO Innovate ‘24 (3rd annual developer and partner conference). Gents, nice meeting you again! Julio Sobral Sridhar S. Madhu Somasundaram
Trying to make sense of the frenzy around Gen AI startup investments and it looks like:
-
The fundamental models for these top tier LLM startups would almost be similar 99 pc CI ( given the maturity and continued refinement of these models); the time frame looks (likely) less than a year from now.
-
As the sector matures, the survival of these startups is contingent upon the funds raised either through the parent companies or the usual VC route. It is extremely expensive to keep the lights on with these GPUs, resources etc. and looks like a waiting game for others to be obliterated.
-
The quality of these models is solely dependent on the data (variety and depths) they are trained on. Expensive licensing deals could only last for so long. That’s where, again, the parent companies data will be of immense value.
My take: Open AI’s consumer facing app, ChatGPT, has a huge lead and it just has to be only slightly better than others to remain the dominant player (like Google search in 00s) 2. Don’t bet against Elon and Google (and its data). And Zuck too though it’s unclear so far. 3. Some others of interest to me are perplexity AI, Anthropic, Mistral AI. Most others will be acquired, go into oblivion and/or be another layer in the tech stack for bigger tech firms.
The only winner in this frenzy is NVIDIA( providing the shovels) and today it surpassed Microsoft as the largest company by market cap. Wild Wild West it is.
