Peter McCrory

This might be data modernization, getting information from different siloed data ecosystems within your company, or maybe like new organizational processes.

If your coworker has information that the model needs to develop a sales strategy, not on their computer, but in their mind,

Businesses need to figure out how do you elicit that information in a way that helps the model complete the task.

And so I think this is one reason why we're still in the early stages of the impact of AI on the economy.

This problem of how do you actually embed and deploy a very proficient AI system is very challenging to sort out in practice.

It's a great question.

And sort of these input...

market or input factors are certainly really important in making compute available for both training new generations of models and supplying that compute but i guess the the general point that i was making is conditional on that compute being available you just need access to a digital infrastructure like access to the internet is all you need in order to access the model

capabilities.

And so I think the analog to electricity would be there's electricity generation, which relied similarly on input factors.

And then there's the infrastructure to provision that electricity throughout the economy.

The infrastructure needed to provision electricity had to be built out.

And there's a large literature on what happened and how long it took and how it shaped regional economic development in the U.S.

and around the world.

With AI, you do need to figure out how to sort of generate the model capabilities and serve the model, making that compute available to customers.

But if that's available, you only need access to the internet to get frontier capabilities.

And I think another piece of the puzzle here is it's not just the infrastructure.

Oftentimes new technologies rely on skilled expertise in knowing how to use the tools.

With large language models, you can just speak to them like you would speak to a coworker.

And that barrier to entry is much lower, might also help to explain why adoption has been much faster.