The web needs real, authentic content.

You’ve honed your craft as a publisher, producing high quality material.

And a lot of your hard-earned traffic comes from page ranking well in Google search.

But things are about to get a whole lot worse for you… 🧵 Even in the past, a lot of your traffic from Google was drive-by.

Maybe people stayed for exactly one view.

You’ve looked for ways to increase stickiness.

But you haven’t really built search & recommendation engines on your site. They’re hard to custom build for your content.

Lots of AI-focused investments being announced w/ BIG $$$ at play.

Many rounds are being led by cloud vendors like Azure and GCP.

What's going on?

These clouds have 50% utilization on their AI compute.

AI is a HUGE opportunity for cloud providers

What @vivek7ue + I see🧵 LLM startups are aiming to secure access to guaranteed compute at effective prices.

Why?

There’s a big squeeze on (a) cost of compute and (b) availability.

Say you’re an LLM startup. Having compute is a competitive advantage over your peers.

⚠️Publishers, beware! ⚠️

Your content is going to get sucked into AI bots pulling YOUR work into their large language models.

Your referral traffic will go down!

If Google clones @Neeva AI (which we expect), then publishers are at risk

@vivek7ue & I have solutions 🧵 As search engines become answer engines, referral traffic will drop!

It’s happened before: Google featured snippets caused this on 10-20% of queries in the past.

This is dangerous for pubs unless they take control of their relationship w/their search overlords. 3 ways to this:

@VeronicaSaron from my team said. "Dude, I feel old. How to I talk to genZ?!"

(NOOOOO...she did not say that. I am, um, paraphrasing...)

Me: "Can totally do a tool for you. I hear chatGPT is good at programming." easy enough, right?! does not work. 403 blah blah.

Want to know how our team at @neeva seamlessly combined LLMs with our search stack?

And how we reduced time to first byte from 8 seconds to less than 1.5 seconds?

Read on below…🧵 To get answers on NeevaAI, there are 4 phases:
1/ Retrieve and rank pages from our 4 billion index (soon to be 6b)

2/ Compute extractive and abstractive summaries for the top pages

3/ Send back a search result page w/a skeleton NeevaAI answer

4/ Stream the AI answer back

1/ Ten blue links headed to a museum near you!!

@Neeva is applying cutting edge AI to definitely change up the search experience!

Not only are we providing real time, cited AI, because we are making the whole search experience a breeze!

🧵 2/ First, a quick backstory on #NeevaAI.

We were the first company to launch cited summaries backed by actual data. With our real-time AI search and web crawling capabilities, we provide authoritative answers that you can trust.

No more hallucinations!

1/ Yesterday, @vivek7ue and I outlined the companies best positioned to take advantage of AI's breaking dam.

Today, we're taking you through what the market looks like today + where it's headed this year.

🔖 Read on... 2/ 1️⃣ Compute clouds and foundation model players will collide. 💥

The compute clouds will all move towards making “LLM AI capabilities” (a feature of their platforms), causing the first and last categories of companies to converge.

1/ AI exploded on the scene at the end of 2022, with applications like @OpenAI's ChatGPT taking the world by storm.

2023 is poised to be the most exciting year of AI yet! 🎉

Here's mine and @vivek7ue's look at the lay of the land + what might happen next...

👀🧵 2/ Let's first dive into what the industry looks like today.

We see 5 main categories:
⭐ Foundation Model Players
⭐ AI Frontend Startups
⭐ Copilot/LLM for X Companies
⭐ Tooling Companies
⭐ Big Compute Clouds

1/ #NeevaAI is here, powered by AI & LLMs and @Neeva's independent search stack to search in an authentic, believable way.

This is unlike anything we, or anyone, have built before.

U.S. users, try it out by logging into your Neeva account & searching ⤵️ 2/ #NeevaAI always provides citations to the sources it is drawing from for an authoritative answer.

And because we tightly integrated @Neeva's search engine w/ AI, we are able to show summaries of recent events in near real-time.

neeva.com/urlredirect?u=…

openAI or "open"AI?

1/ OpenAI's #chatgpt release will mark the beginning of the end of the golden age of open research in deep learning.

This will have significant implications for LLM research going forward.

Here are some thoughts from me, @vivek7ue and @rajhans_samdani 🧵 2/ OpenAI released #chatgpt.

OpenAI was aware that this will be interpreted as a Google killer.

They have not released any details of ChatGPT.

Just a blog post.

openai.com/blog/chatgpt/

1/ #ChatGPT is closing out 2022 with a bang, but what’s next? 💥

@OpenAI’s #GPT4 is set to be the first big #AI thing in 2023.

So here are some bold, optimistic, yet sensible predictions from me, @vivek7ue and @rajhans_samdani ... 👀 2/ Biggest model size for GPT-4 will be 1T parameters. Up 6x.

Not 100T parameters like some AI hypers are claiming (

https://twitter.com/andrewsteinwold/status/1594889562526027777

).2/ Biggest model size for GPT-4 will be 1T parameters. Up 6x

An open thread 🧵to @elonmusk about #freespeech and @Twitter

It is tempting to think #freespeech is going to solve all problems. As a platform, @Twitter has responsibilities to lots of people. I have worked in the trenches of content and policy & have the scars and nightmares to remind me.

It’s always tempting to think issues are black and white, when it’s really all about the grey.

Some important things to consider on the way to that free marketplace of ideas…