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1) A new technology + (2) A new businessmodel If we only have one, the incumbents can usually adapt. They can plug the new tech into the existing businessmodel. Or, they can revert the old technology into a new businessmodel. Each time they sold the new tech in the old businessmodel.
“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 generativeAI is GPU shortage and costs. This affects both big players like OpenAI / Stability AI as well as small startups.
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