Stealth Mode
It's the App Application Era
Friends,
2024 is here in earnest. If last year was the year was the year that AI reared its head - this year will see generative AI integrate further to our daily lives. I see it everywhere. Summaries here, images there - but it’s what’s happening behind the scenes that will power our decision-making without us knowing. That scares me a little.
This year we will see some AI carnage. On a quick search, I see 2000 people on LinkedIn saying that they are a “Co-Founder at Stealth AI Startup” There will be more permutations and those who are actually in stealth and not telling anyone. Last year saw anyone with a little bit of speed and tech capability launch something small. Some of that will go away after the GPT App store launches next week. You’ll see those without a business model, slowly take a step back, consolidate with others or just shut down. More thought-through products will launch as we move to the application era of AI and the new Horsemen of AI ( OpenAI, Anthropic Claude, Meta LLama, Copilot, Huggingface, Midjourney, Gemini etc.) will create a new generative world. LLMs hold the key to generative AI, but some are more suited than others to specific tasks.
This time next year we will be looking back on a year of consolidation and a whole new set of AI companies that will have launched.
& Hopefully, I will have launched my own stealth project. (not AI related!)
If you missed last week’s mail, I’d recommend reading 50 Emerging Themes to watch out for in 2024 which will give you a broad overview of what to expect this year.
If you have more time here’s where I would focus:
The Themes of 2024 (my list)
8 Forecasts & Implications for the Years Ahead: 2024 Year-End Outlook (Scott Belsky)
VC Predictions for 2024 (Sifted)
2024 Top 10 Strategic Technology Trends (Gartner)
24 Tech predictions for 2024 (The Pourquoi Pas)
Tech Trends 2024 (Deloitte)
Tom Standage’s ten trends to watch in 2024 (The Economist)
Today’s ‘cheat sheet’ for tomorrow’s trends (Pinterest)
FTI Annual Letter 2024 Macro Themes + 2023 Signals Review (Amy Webb)
2024 Predictions (Tomasz Tunguz)
And you will find links to 200+ reports here and financial outlook reports from all the banks on this post.
Stay Curious - and don’t forget to be amazing,
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Here are my recommendations for this week:
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