CloudSeeking Alpha3 days ago
The Cloud Has Come Back Down To Earth
1 min read
The cloud has come back to Earth. In 2021, growth metrics were subscriptions, ad impressions, and active users. Today, the most important metric is tokens. A multitude of LLMs exist, organized by capability, market, and geography, with aggregate virality of adoption. The ecosystem is now a complex web of companies tied to incumbents.
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