These are my first impressions from Davos 2024 around AI
1 - AI and GenAI is everywhere from LLMs to oil/gas to supply chains
2 - countries and companies taking risks will outperform those that are cautious
3 - Companies struggle to go beyond experimentation due to lack of prebuilt use cases and industry solutions by providers
4 - Trust is main concern. Who do you trust to hold your data? LLM providers? Hyperscalers?
5 - GenAI gets beyond content generation to autonomous process creation and management
6 - Who will benefit from GenAI the most? Companies? Chip makers? Hyperscalers? Is there real value creation or just a rent to the hyperscalers?
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