Comment by didibus

Comment by didibus 3 days ago

You're right, and I also think LLMs have an impact.

The issue is the way the market is investing they are looking for massive growth, in the multiples.

That growth can't really come from trading cost. It has to come from creating new demand for new things.

I think that's what not happened yet.

Are diffusion models increasing the demand for video and image content? Is it having customers spend more on shows, games, and so on? Is it going to lead to the creation of a whole new consumption medium ?

jopsen 3 days ago

> Is it going to lead to the creation of a whole new consumption medium ?

Good question? Is that necessary, or is it sufficient for AI to be integrated in every kind of CAD/design software out there?

Because I think most productivity tools whether CAD, EDA, Office, graphic 2d/3d design, etc will benefit from AI. That's a huge market.

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didibus 3 days ago

I guess there are two markets to consider.
The market of the AI foundation models itself, will they have customers long term willing to pay a lot of money for access to the models?
I think yes, there will be demand for foundational AI models, and a lot of it.
The second market is the market of CAD, EDA, Office, graphic 2d/3d design, etc. This market will not grow because they integrate AI into their products, or that is the question, will it? Otherwise, you could almost hypothesize these market will shrink as AI is going to be for them an additional cost of business that customers will expect to be included. Or maybe they manage to sell to their customers a premium for the AI features where they take a cut above that of what they pay the foundational models under the hood, that's a possibility.

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