Hold my coffee...
AI was there from 70y.
But now it's benificial to us due to 2 reasons...
-
Computing power ( My phone has same computing capability i.e. of Apollo mission in 1960s) Basically am talking about Moore's law and size of transistor which is at 2nm right now somewhere in Fabs of Taiwan.
-
Cloud based infrastructure and Data centre
2 is possible due to 1.
- Languages like python, go Lang etc which can interact with server, cloud, device etc almost in real time and hence train the models faster.
Now, sorry to say but we lack at point 1.
We don't have any Fabs available at India which can produce chips at scale.
We can buy but it's very costly and only RIL or Tata can do this. Sarvam ai and krutrim are very small players.
That's why Sam Altman challenged Cxos when Sequoia India head asked this question which is in post.
Still am bullish on India, coz we are good at 3 and 2 is manageable.
We need lean and clean startups which can build in India and consumed in usa and Europe.
It's flabbergasting to see that our top 4 out of 5 daily most used apps are from USA.
We need to reverse this!