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 development of a new class of intelligent enterprise applications.
AI has three roles in new mobility. It is 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 of the three roles? This post attempts to answer this question by presenting a few ideas and identifying problems that may inhibit the broad use of generative AI in new mobility.