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  • 23 January 2024
    January 23, 2024
  • Author esimoudis
  • Comments 0
  • Views 902
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CES 2024: AI and SDVs

AI
Another CES is behind us. The automotive and mobility extravaganza of years past was replaced this year by an AI extravaganza. For the automakers and their suppliers that participated at CES this year was about AI and Software-Defined Vehicles (SDVs). There were lots of demos involving AI and SDVs, and […]
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  • 09 January 2024
    January 9, 2024
  • Author esimoudis
  • Comments 0
  • Views 876
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2024 Enterprise AI Themes

AI
Since the beginning of last year, the interest in AI has gone into overdrive. Enterprises tried to “out-announce” one another regarding their use of AI. Similarly, venture investors have been investing large sums at nosebleed valuations in startups developing anything that appears to involve generative AI. But, despite the corporate […]
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  • 18 December 2023
    December 18, 2023
  • Author esimoudis
  • Comments 0
  • Views 872
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Understanding the Costs of Enterprise Generative AI

AI
We are still in the early phase of enterprises adopting generative AI. However, even at this early point enterprises must understand the costs associated with the use of Large Language Models (LLMs) as they embark on developing generative AI applications. These costs can become significant. The goal of this post […]
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  • 19 September 2023
    September 19, 2023
  • Author esimoudis
  • Comments 0
  • Views 1066
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Succeeding in the Era of Generative AI

AI
As with every previous AI era, the benefits promised to the enterprise from the application of generative AI will likely be lower than those that will be achieved. To succeed, enterprises must avoid the pitfalls of the previous AI eras. Over my 40-year career in enterprise AI, I understood the […]
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  • 15 August 2023
    August 15, 2023
  • Author esimoudis
  • Comments 0
  • Views 1245
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Generative AI Investment Theses

AI
During the last six months, we spent time with our firm’s corporate partners to assess whether the enterprise is ready for generative AI and updated our investment theses accordingly. Our work convinced us that Large Language Models (LLMs)/Foundation Models and applications that incorporate them will open the door to the […]
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  • 08 March 2023
    March 8, 2023
  • Author esimoudis
  • Comments 0
  • Views 1840
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Generative AI in New Mobility

AI, Big Data
In the previous post, I discussed AI’s role in new mobility. I identified the three roles AI can play as an enabler, a differentiator, or a monetizer. The recent explosion of interest in generative AI begs the question: could generative AI contribute to new mobility and if so, in which […]
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