AI News: $5B vs. $75B; AI Apps vs. AI Semis

Will AI Apps overtake AI Semis?

Gemini AI Prompt: Generate a dynamic, inspirational, awe-inspiring, award-winning, and one-of-a-kind image in 4K resolution (3840 x 2160 pixels). The time is 21:30. Utilize the following two color palettes exclusively: Primary Palette: #000000, #1A1A1A, #2E2E2E, #4C4C4C, #666666, #808080, #999999, #B3B3B3, #CCCCCC, #E6E6E6, #FFFFFF Secondary Palette (Elements): #FF5733, #8B0000, #FFFF00, #800080, #696969, #00FF00, #FFFFFF, #007FFF, #0000FF, #8B4513, #FFFF00, #D3D3D3, #FF7F50. Substack AI Image.

Apr 25, 2024: The Economics of Generative AI

• AI Apps: ~$5B

• AI Semis: ~$75B

Aug 09, 2024: Why Meta & Google may win Consumer AI, before ChatGPT does

• Adoption-Engagement-Retention

• “Smiling” welcome