GenAI se paisa kaun kama raha hai?
Accenture ne is quarter mein Generative AI se $600M se zyada
kama liya hai ($2.4B annualized). Is number ko samajhne ke liye, 2023 mein
OpenAI ne $1.6B revenue kamaya tha.
Bohot se enterprises GenAI experiments ke promising early
results dekh rahe hain aur plan kar rahe hain ke 2024 mein apna kharcha 2x se
5x tak badhaayenge taake zyada workloads production mein deploy kar saken.
Yeh ek badi opportunity hai un founders ke liye jo AI startups
build kar rahe hain:
1.
Jo enterprises ke AI-centric strategy ko
dhyan mein rakh kar unke pain points solve karte hain.
2.
Jo productized services build karte hain
jo is naye investment wave ko capture karte hain.
Revenue Multiple ek company ke valuation ko uske revenue ke
hisaab se measure karta hai. Control aur customizability ki wajah se
enterprises open-source aur self-hosted LLMs mein interested hain.
Hugging Face ne is ecosystem mein apni jagah bana li hai. Llama
ek de facto standard ban gaya hai LLMs ke liye, kyun ke Meta ne pehla strong
LLM source available karaya aur iske benefits enjoy kar raha hai. Competitors
bhi aisa hi kar rahe hain, jaise Google, Apple, Mistral, Stability, Databricks
aur doosre apne models open-source kar rahe hain.
January 2024 tak, chatbots LLM apps ka 46% the. Customer support
chatbots aur recommendation systems (jahan chat interface user input ke basis
par recommendations refine karta hai) do primary customer-facing use cases hain
jo enterprises dekh rahe hain.
Sabse bada impact productivity gains ka raha hai - “A Dollar
Saved is A Dollar Earned”. Yeh upar diye gaye use cases ek of three ways mein
build kiye gaye hain:
·
Internal teams solutions build karte
hain
·
Consultancies productized services use
karte hain
·
Product companies one-fit solutions
bechti hain
·
ROI zyada productivity ki wajah se hai
jo AI generate karta hai.
Yeh badalne wala hai, AI agents ab explode hone wale hain. 2024
woh saal hai jab hum simple wrappers se aage jaayenge aur complex tasks ko AI ke
through agentic workflows se accomplish karenge.
Zyada AI apps workflow apps hain jo ek sequence of actions ko
execute karte hain taake final state tak pahuchein. SaaS apps workflow wrappers
hain ek database ke upar, simple shabdon mein.
Humne bohot saare workflows chahiye the toh humne bohot saare
SaaS apps build kiye. Sab ne user inputs liye aur workflows execute kiye -
workflows jo customers ko chahiye end result tak le jaate hain.
Ab, AI agents jo workflows execute kar sakte hain (aur jald hi
complex workflows flawlessly execute kar sakte hain), jab AI agents desired end
results denge, SaaS apps ki zarurat nahi rahegi workflows design karne ke liye.
Toh, agents aayenge, workflows chale jaayenge.
Phir, kis ke paas moat hoga? Ek strong moat ke liye business
mein teen core competencies zaroori hain:
·
Product innovation
·
Operational Excellence
·
Customer Intimacy.
Generative AI apps ke liye, yeh Data ya Infra ho sakta hai. Agar
aap ek LLM Infra company hain jaise Langchain, Pinecone ya LlamaIndex, aapke
paas achha chance hai. 2023 mein, enterprises ne $1.1B+ LLM infra stack par
kharch kiya — jo generative AI mein sabse bada naya market bana aur startups ke
liye massive opportunity hai.
Total funding $10B+ se zyada hai March 2024 tak (excluding $1B+
raises). Ya phir ek company jo data rakhti hai jo kisi aur ke paas nahi hai ya
replicate karna mushkil hai, jaise Character AI.
Aap GPT wrapper products ke saath bhi achha kar sakte hain.
FormulaBot, SiteGPT ache early examples hain. Mobile app segment mein, apps jo
companionship provide karti hain jaise Character AI bohot achha kar rahi hain.
Overall, ChatGPT yahaan winner hai, apni all-rounder tool hone
ki wajah se.
Conclusion mein, Agar aap sirf start kar rahe hain aur aapke paas limited funds hain, toh AI services par bet karein, phir Productized AI Services aur Consultancy. Agar aapke paas funds aur experience hain, toh apne idea ko validate karein aur ek strong product build karein specific use case ke liye with end customer in mind. Agar paise aur talent aapke problems nahi hain, toh R&D mein massive invest karein, high-quality data ko acquire karein, compute ko hoard karein, aur new architectures ko explore karein both software aur hardware mei.
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