Comment by jthacker
17 hours ago
This is certainly a great immediately useful tool but also a relatively small ROI, both the return and the investment. Big tech is aiming for a much bigger return on a clearly bigger investment. That’s going to potentially look like a lot of useless stuff in the meantime. Also, if it wasn’t for big tech and big investments, there wouldn’t even be these tools / models at this level of sophistication for others to be using for applications like this one.
While the press lumps it all together as "AI", you have to differentiate LLMs (driven by big tech and big money) from unrelated image/video types of generative models and approaches like diffusion, NeRF, Gaussian splatting, etc, which have their roots in academia.
LLMs don't have their roots in academia?
Not anymore.
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On the plus side, for Adobe, is that they have a fairly stable & predictable SaaS revenue stream so as long as their R&D and product hosting costs don't exceed their subscription base, they're ok. This is wildly different from -- for example -- the hyperscalers, who have to build and invest far in advance of a market [for new services especially].