The overlooked GenAI use case

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2024-11-01 16:30:07

A recent, widely circulated blog post by Sequoia Partner David Cahn asks what he refers to as the $600B question about AI: in the future, how much AI infrastructure will be needed? A question at least equally interesting is: what will all that infrastructure be used for?

Companies talk about GenAI in their earnings. But it turns out the more interesting trail of breadcrumbs is in their job posts. I used data from my newco, Sumble, to understand where GenAI is being explored in the enterprise today.

I looked at GenAI projects mentioned in global job posts over the 12 months to October 2024 and mapped those projects to known business functions. (See a full feed of GenAI projects companies are tackling on Sumble.) I then compared the relative interest level in different use cases with the relative investment level by the VC community (investment data from Pitchbook).

The results are revealing: relative to the current interest level in the enterprise, GenAI for data analytics and decision support is receiving limited attention. In this category, I include cleaning, processing and analyzing data to answer business questions.

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