Part 1/7:
Understanding AI Development Through Poker Analogies
Exploring the intersection of artificial intelligence (AI) and competitive market dynamics can be complex. However, the analogy of a high-stakes poker game provides a coherent framework to discuss three pivotal questions: Should India build its own large language models (LLMs)?, how does China's Deep Seek model function and affect AI?, and what approaches can be taken to successfully monetize AI innovations?
The poker game metaphor illustrates how AI companies interact in a rapidly evolving landscape, where the reveal of new technologies can dramatically alter risk profiles and the competitive arena.