Azure Business Model Generative AI 
Start Up Blog
FEBRUARY 26, 2023
1) A new technology + (2) A new business model If we only have one, the incumbents can usually adapt. They can plug the new tech into the existing business model. Or, they can revert the old technology into a new business model. Each time they sold the new tech in the old business model.
VC Cafe
APRIL 17, 2023
“The unanticipated demand to create AI software has outstripped the cloud service capacities of Amazon Web Services (AWS), Microsoft, Google Cloud, and Oracle” The Information The big challenge in generative AI is GPU shortage and costs. This affects both big players like OpenAI / Stability AI as well as small startups.
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