Great post, just a note that the market share data from Frost & Sullivan were for 2024. Almost certainly saw huge shifts last year after the DeepSeek moment - but absolutely agree not to write off the old-time players like iFlytek and SenseTime
Super interesting article. I’m genuinely surprised by Zhipu’s view on the future of AI in its IPO document. Basically, I don’t expect an AI lab to offer even a minimal critique of the consequences of AGI
Great post, just a note that the market share data from Frost & Sullivan were for 2024. Almost certainly saw huge shifts last year after the DeepSeek moment - but absolutely agree not to write off the old-time players like iFlytek and SenseTime
Thank you for catching this Vincent! I’ll edit to clarify this in the post. Appreciate it!
Super interesting article. I’m genuinely surprised by Zhipu’s view on the future of AI in its IPO document. Basically, I don’t expect an AI lab to offer even a minimal critique of the consequences of AGI