The article discusses the potential for a platform shift in the realm of Artificial Intelligence (AI), similar to the one that occurred with the rise of cloud computing about 17 years ago. The author highlights the similar qualities and challenges of early cloud computing and recent advancements in AI, particularly in large language models (LLMs).
The following are key points from the article:
- The rise of AI, specifically LLMs, has the potential to fundamentally change the way software is built and delivered, similar to the impact of cloud computing.
- The immediate value of AI in certain areas, such as sentiment analysis and code generation, indicates its potential but does not guarantee its long-term impact.
- The impracticality of implementing AI in certain contexts is a tractable problem that can be solved as seen with the evolution of cloud computing capabilities.
- The shift in software properties with the rise of AI will create opportunities for new businesses while incumbents will need to adapt to remain competitive.
- The ability to bring along legacy technologies is key to scaling new technologies, as demonstrated by the success of cloud computing, and recent AI developments can improve existing software.
- The platform shift in AI is likely in its early stages, and early-mover opportunities may exist for several years.
