Editor's Synopsis
Ravi Mhatre of LSVP shares his six biggest takeaways from Davos, emphasizing that most enterprises are still thinking too small about AI. He sets the stage by noting that training compute has increased ~4x in the last 12 months while inference costs have dropped ~100x on average over the same period, underscoring the rapid pace of change in the AI landscape.
The post signals a growing gap between the pace of AI infrastructure advancement and enterprise adoption strategies, suggesting that companies need to be far more ambitious in their AI plans to keep up with the accelerating capabilities and declining costs in the space.