The AI Breakdown First Five - Friday September 15, 2023

5. GenAI Will Account for 50% of Games in 5 Years - Bain

Here’s a prediction. According to Bain Consulting, less than 5% of game content is currently created using generative AI, but they believe within 5-10 years more than 50% will be. That will create some cultural tensions with platforms like Valve’s Steam seemingly blocking games made with AI.

4. Tom Hanks Testing New AI Likeness Management Service

Even as the Hollywood strikes continue, some companies are trying to find the compromise the unions can’t seem to. Metaphysic has announced a partnership with CAA designed to help artists and actors better manage the rights of their AI likenesses.

3. ARM Pops 25% in Biggest IPO in Two Years

Market watchers were tracking the ARM IPO closely as a bellwether of continued AI enthusiasm. The bulls were not disappointed, as the chip company popped 25% leading to the best performing IPO since Rivian in 2021.

2. Databricks Raises a Fresh $500M

Speaking of market enthusiasm, the private markets continue to pump out cash for AI companies. Hot on the heels of a deeper partnership with Microsoft, enterprise AI model company Databricks has secured a fresh half billion valuing the company at $43B.

1. SCOOP: Google Testing Gemini With Outside Companies

Another week, another scoop from The Information. Google has given a handful of external companies access to their incredibly anticipated Gemini model, which insiders say suggests a launch is coming soon.

BONUS: Okay video generation is getting pretty sick

_{The Latest AI Breakdown Episodes}

PS. Thanks for the YouTube Milestone!

Thanks for reading! How did this edition hit you?

• The AI Breakdown podcast - https://pod.link/1680633614

• The AI Breakdown YouTube - https://www.youtube.com/@theaibreakdown

• The AI Breakdown Discord - https://bit.ly/aibreakdown