I found this image provided by the UK’s Competition and Markets Authority (CMA) very helpful for understanding the current LLM value chain. In the image they use FM which stands for Foundation Models. Specifically you can see where the big tech incumbents are currently playing. Some interesting pieces to me are:
- The FM release will be how other enterprise and start up companies are able to leverage these FMs at scale for proprietary data. Perhaps startup FMs will run in tandem with these as well. I am excited about innovation here because it opens up the door for a lot of improvements to SEO and CRO executional improvements and changes.
- It will be interesting to follow how the bottom row continues to play out since that is where the end users. I am excited to see how AI makes its way into productivity software like Gsuite, Android, Microsoft Office, or iOS.
- Notice where Apple is playing? They’re developing models and with its mobile ecosystem of users has a chance at shaking things up.
- When people talk about GenAI favoring incumbents, this image makes that clear.
