This document summarizes the machine intelligence landscape in 2016. It notes that compared to 2014 and 2015, there was a greater focus on companies trying to understand machine intelligence applications. It also discusses the growing enterprise opportunity around using agents and bots to support business functions like scheduling, customer service, and content management. Additionally, it examines challenges in developing and deploying machine intelligence models at scale, and how this is leading companies to rethink their technology stacks and processes for managing intelligent systems.
8. WHATS CHANGED
8
2014
5 Groups
35 Categories
233 Companies
Focused on academics
and big tech companies
2015
8 Groups
34 Categories
265 Companies
Focused on startups
and new autonomous
systems
2016
8 Groups
38 Categories
318 Companies
Focused on companies
trying to understand
machine intelligence
21. THE ENTEPRISE OPPORTUNITY:
SUPPORT STAFF FOR EVERYONE
21
> Schedulers: Clara and x.ai
> Handlers: Google Now, Siri,
and Cortana
> Coordinators: Howdy,
Standup Bot, Tatsu, and
Geekbot
> Notetakers: Gridspace Sift,
Evernote and Pogo
> Copy Editors: Textio and
IBMs Watson Tone Analyzer.
27. CODE DATAMODELS
Generated by code using data
Different from traditional SW
More flexible, too
Harder (impossible?) to grok
Harder (impossible?) to verify
When to trust?
LEADING TO NEW QUESTIONS
30. WHAT HAPPENS WHEN COST OF
PREDICTIONS GO DOWN?
30
Analysis from Agrawal, Gans, Goldfarb
> (bit.ly/economics-of-AI)
> Idiot savantsunderstand the limitations of models
> What happened with MC(arithmetic) 0
> What happens when MC(prediction) 0
> Think: substitutes, complements, new business
models
31. BUILDING THE MI STACK
31
> Not the same as SW devadd models to your IT
inventory
> Instead of systems of record, records of predictions
> Requires new answerswhen do you trust the
model?
> New change managementfor organizations and as
models change
> Look at examples in other industries
34. PROMINENT ACQUISITIONS
34
Nervana Intel
Magic Pony Twitter
Turi Apple
Metamind Salesforce
Otto Uber
Cruise GM
SalesPredict eBay
Viv Samsung
Strong leaders
Broad technology
platforms
Scarce, valuable talent
Often $100M+
But also a reminder of
difficulty of building a
independent startup
Stats
1.0
Groups: 5
Categories: 35
Companies: 233
2.0
Groups: 8
Categories: 34
Companies: 265
3.0
Groups: 8
Categories: 38
Companies: 318
1.0 --> 2.0 = 14% more companies year over year
2.0 --> 3.0 = 20% more companies year over year
1.0 --> 3.0 = 36% more companies since year 1
Not something new, but a pretty old idea that needs to be called out
Rather than talking about algorithms or bots or engines, I suggest we call out modelscode that is generated by other code by adding in data