Microsoft CEO Satya Nadella, whose company has invested billions of dollars in ChatGPT maker OpenAI, has had it with the constant hype surrounding AI. During an appearance on podcaster Dwarkesh Patel's show this week, Nadella offered a reality check, arguing that OpenAI's long-established goal of establishing "artificial general intelligence," (AGI) an ill-defined term that roughly denotes the point at which an AI can best humans on an intellectual level, is nonsense. "Us self-claiming some AGI
He looks from company money perspective. And I think AI is difficult to monetize. A google paper explained a long time ago that big company cannot easily have a huge competitive advantage because new techniques exists in the open source world to learn incrementally on top of costly models. Mainly you don’t need millions to make another good quality LLM.
That being said. LLM add some value, but as everything hyped to no end the real value is negligible comparatively to the « market expected value ».