If we get to that point, there won't be very many CEOs to be discussing. I was just referring to the near future.
I think the honeymoon AI phase is rapidly coming to a close, as evidenced by the increasingly close hoofbeat sounds of LLMs being turned to serve ads right in their output. (To be honest, there's already a bunch of things I wouldn't turn to them for under any circumstances because they're been ideologically tuned from day one, but this is less obvious than "they're outright serving me ads" to people.) If the "AI bubble" pops you can expect this to really take off in earnest as they have to monetize. It remains to be seen how much of the AI's value ends up captured by the owners. Given what we've seen from companies like Microsoft with how they've scrambled Windows so hard that "the year of the Linux desktop" is rapidly turning from perennial joke to aspirational target for so many, I have no confident in the owners capturing 150%+ of the value... and yes, I mean that quite literally with all of its implications.
I think the honeymoon AI phase is rapidly coming to a close, as evidenced by the increasingly close hoofbeat sounds of LLMs being turned to serve ads right in their output. (To be honest, there's already a bunch of things I wouldn't turn to them for under any circumstances because they're been ideologically tuned from day one, but this is less obvious than "they're outright serving me ads" to people.) If the "AI bubble" pops you can expect this to really take off in earnest as they have to monetize. It remains to be seen how much of the AI's value ends up captured by the owners. Given what we've seen from companies like Microsoft with how they've scrambled Windows so hard that "the year of the Linux desktop" is rapidly turning from perennial joke to aspirational target for so many, I have no confident in the owners capturing 150%+ of the value... and yes, I mean that quite literally with all of its implications.