Chi-Hua Chien saw Facebook coming — now he says the real AI winners won’t be selling AI (opens original article in a new tab)

Chi-Hua Chien, a venture capitalist, argues that the biggest AI winners will be companies using AI in applications rather than selling AI itself, citing past tech cycles where application companies captured most value.

• Chi-Hua Chien, a venture capitalist, believes the biggest AI winners won't be selling AI but using it in applications.
• He predicts the gap between advanced AI models and phone-compatible AI will shrink to three months within a year.
• Chien argues infrastructure companies get commoditized while application companies capture most value, citing past tech cycles.