Brain Rush

About the Author .................................................................................xi

Acknowledgments .............................................................................xiii

Chapter 1: Introducing Brain Rush ........................................................1

Who I Am and Why I Wrote This Book ....................................................................1

Who Should Read Brain Rush and How Will It Help Them? ...................................3

Brain Rush Roadmap ............................................................................................6

Chapter 2: What Is Generative AI? ........................................................9

Defining Generative AI ...........................................................................................9

Generative AI Examples .................................................................................11

Building Generative AI Applications ...............................................................13

The Two Sides of Generative AI ...........................................................................17

Generative AI’s Bright Side ............................................................................17

Generative AI’s Dark Side ..............................................................................19

How I Researched Generative AI .........................................................................21

The Generative AI Ecosystem Model ...................................................................25

Conclusion ..........................................................................................................28

Part I: Mining Generative AI’s End-User Value ...........................29

Chapter 3: Generative AI Customer End Uses .....................................31

Who Uses Generative AI? ....................................................................................31

Individual Generative AI Applications ..................................................................33

Consumer End Uses ......................................................................................33

Employee End Uses .......................................................................................36

Organizational Generative AI Applications ..........................................................40

Which Generative AI End Uses Create the Most Value? ......................................45

Healthcare Generative AI Case Studies ...............................................................49

Generative AI Helps Contra Costa County Health Services Answer

Patient Questions Faster ...............................................................................49

Generative AI Simplifies Patient Consent Forms ...........................................50

Generative AI Frees Doctors from Transcribing Patient Conversations .........52

Generative AI Helps Doctors Diagnose Disease .............................................53

Financial Services Generative AI Case Studies ...................................................54

JPMorgan Developing ChatGPT-Like Investment Advisor ..............................54

Alpha Keeps State Street’s Clients Happy .....................................................56

Goldman Sachs Tests Generative AI ..............................................................58

Principles of Successful Generative AI Deployment ............................................60

What to Do .....................................................................................................60

What to Avoid .................................................................................................61

How End Users Can Make the Most of Generative AI ..........................................63

Conclusion ..........................................................................................................63

Part II: Mapping the Generative AI Ecosystem ..........................65

Chapter 4: Generative AI Consulting ...................................................67

Generative AI Consulting Industry Players ..........................................................67

Generative AI Consulting Industry Attractiveness ...............................................71

Generative AI Consulting Industry Participants ...................................................74

Strategists .....................................................................................................77

Risk and Process Managers ..........................................................................90

Coding Outsourcers .....................................................................................104

Generative AI Consulting Critical Activities .......................................................107

Conclusion ........................................................................................................109

Chapter 5: Generative AI Software ...................................................111

Generative AI Software Industry Players ...........................................................112

Generative AI Software Industry Attractiveness ................................................115

Generative AI Software Industry Participants ...................................................118

Publicly Traded Proprietary LLM Providers ..................................................118

Privately Held Proprietary LLM Providers ....................................................130

Open Source LLM Providers ........................................................................141

Publicly Traded Application-Specific Generative AI Application Providers ......149

Privately Held Application-Specific Generative AI Application Provider .......160

Generative AI Software Critical Activities ..........................................................164

Conclusion ........................................................................................................166

Chapter 6: Generative AI Cloud Platforms ........................................167

Generative AI Cloud Platform Industry Players .................................................168

Generative AI Cloud Platform Industry Attractiveness .......................................170

Generative AI Cloud Platform Industry Participants ..........................................175

Generative AI Cloud Services Provider Subsidiaries of Public Companies .....175

Publicly Traded Generative AI Data Centers .................................................195

Publicly Traded Generative AI Networking Technology Providers ......................201

Arista Networks ...........................................................................................202

Generative AI Database Providers ...............................................................209

Publicly Traded Generative AI Application Performance Monitoring

Service Providers ........................................................................................226

Generative AI Cloud Services Critical Activities ................................................233

Conclusion ........................................................................................................234

Chapter 7: Generative AI Hardware ..................................................237

Generative AI Hardware Industry Players ..........................................................238

Generative AI Semiconductor Industry Attractiveness ......................................240

Generative AI Hardware Industry Participants ..................................................244

Publicly Traded Generative AI Semiconductor Companies ..........................244

Publicly Traded Semiconductor Manufacturing Equipment Suppliers .........261

Publicly Traded Computer Server Manufacturers ........................................265

Publicly Traded Data Center Cooling Product Manufacturers ......................272

Generative AI Hardware Critical Activities .........................................................277

Conclusion ........................................................................................................278

Part III: Panning for Generative AI Gold ...................................281

Chapter 8: Generative AI’s Implications for Consumers,

Employees, Companies, Product Providers, and Investors ...............283

How Consumers Can Benefit from Generative AI ..............................................285

High-Payoff Generative AI Experiments .......................................................288

Consumer Generative AI Dos and Don’ts .....................................................293

How Consumers Can Capture Generative AI’s Value .........................................294

Prompt and Response 1: Provide Four Options for a New Office Chair .......295

Prompt and Response 2: Compare Four Options on Customer Reviews,

Ease of Assembly, Useful Life, and Price Range ..........................................296

Prompt and Response 3: Assess Whether the Quality of the Highest

Priced Chair Justifies Its Price .....................................................................299

How Employees and Business Operators Can Benefit from Generative AI ........301

High-Payoff Generative AI Experiments .......................................................304

Employee and Business Operator Generative AI Dos and Don’ts ................308

How Employees and Business Operators Can Capture Generative AI’s Value ......309

Growth Strategies for Generative AI Product Providers ...............................315

High-Payoff Generative AI Strategies ..........................................................319

Generative AI Product Provider Dos and Don’ts ...........................................325

How Product Providers Can Capture Generative AI’s Value .........................326

How Investors Can Profit from Generative AI ....................................................327

A Goldman Sachs Perspective on Generative AI-Driven

Growth ..................330

Generative AI Investment Dos and Don’ts ...................................................334

How Investors Can Capture Generative AI’s Value ............................................335

Conclusion ........................................................................................................342

Chapter 9: Generative AI’s Benefits and Risks to Society .................343

Generative AI’s Influence ...................................................................................343

The Light Side: Generative AI’s Societal Benefits ..............................................346

Boosting Global Growth ...............................................................................346

Increasing Worker Productivity ....................................................................347

Adding New Jobs in Tech-Rich Regions ......................................................350

Creating Demand in Supplier Industries ......................................................351

The Dark Side: Generative AI’s Societal Costs and Risks ..................................354

Creating Misinformation ..............................................................................354

Boosting Legal Liability ...............................................................................358

Displacing Workers ......................................................................................360

Ending Civilization .......................................................................................362

Holding Generative AI Providers Accountable ...................................................365

How Government Should Regulate Generative AI .............................................368

Actions Citizens Should Take with Generative AI’s Light and Dark Sides .........372

Conclusion ........................................................................................................374

Chapter 10: After the Brain Rush: What Is Generative AI’s Future? ....377

Generative AI and How It Is Likely to Evolve .....................................................377

Does Generative AI Matter or Is It a Temporary Fad? ........................................381

Groups Likely to Be Generative AI Winners and Losers .....................................383