Lumian Gen AI Newsletter Issue #39

Welcome to the 39th edition of the Lumian Weekly Gen AI Newsletter!

Let’s reminisce a bit, shall we? Early 2023, the dawn of ChatGPT’s ascent—reaching 100 million users faster than a startup burns through Series A funding. But fast forward to now, and we find those user growth charts flattening like soda left out at a hackathon. 

What’s more surprising? Gemini has snagged 25% of ChatGPT’s traffic—impressive without even flexing its muscles through the colossal reach of Android, Google Search, and GSuite. It's akin to finding out that your understudy has been playing the lead role at every other performance, and the audience might just prefer their interpretation. Once Google decides to stop being subtle (if ever that day comes), and fully integrates Gemini into its sprawling ecosystem, they could potentially turn the AI market into something resembling their browser market share—vast and nearly unchallengeable.

ChatGPT’s growth curve flattening out is a classic tech tale—it’s not just startups that plateau; look at social networks, their older siblings. They grow wildly, they monetize, they saturate, and then they look around and say, “Well, what now?” Apparently, OpenAI's answer is: “squeeze more juice out of the existing fruit.” With revenue up despite user count stalling, it seems the focus may have shifted towards extracting maximum value from existing users—enterprises, mostly. They pay more, they demand more, but if you can please them, they are gloriously profitable.

As the dust settles—or doesn't—on this frenetic activity, the future is less about the sheer brute force of computation and more about clever, nuanced integration. Google’s potential consumer dominance through Gemini and OpenAI’s enterprise enchantments with their GPT concoctions indicate two parallel strategies aimed at different yet overlapping realms of our digital lives.

In the ultimate analysis, whether ChatGPT’s user growth is explosive or extinct might be irrelevant. The real win is becoming so embedded in the fabric of digital infrastructure that you become synonymous with AI itself. Whether through Google’s mass consumer reach or OpenAI’s high-stakes enterprise gambits, this is the game they’re playing. In the world of AI, as in finance, sometimes the most strategic play is the one that quietly weaves you into the system's very architecture. Stay tuned, keep your eyes on the quiet players, and never underestimate a giant—stagnant or not. They might just be playing a longer game.

Happy reading! 📚🤖🎵

In this week’s issue:

• News Flash: TikTok Influencers, OpenAI’s GPT-4 Turbo, Google’s Gemini 1.5 

• AI Frontier: AI Video tools you can use today

• Udio AI: AI for Music

• Fundraising: The biggest deals in AI

• Nerd Out: Technical and Business Content for Everyone

🚀 Udio AI

Twitter Spotlight

🚀 AI in Practice

Cutting-Edge AI Video Tools You Can Use Today

• Google Vids - Google’s new app for creating videos

• Infinity AI - Type a script, get a video out