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2024 AI Year in Review

Date: December 31, 2024
Company: OpenAI
Category: Policy, Business & Society

Narrative

Frontier consolidation. Multimodal standard. Reasoning emergence. Open source gains. $100B+ invested.

Industry Analysis

Reality

OpenAI, Anthropic, Google dominated. Meta open source strategy validated. Chinese efficiency shocked industry. Capital intensity confirmed.

Implication

Frontier labs consolidated. Open/closed debate intensified. Efficiency became competitive dimension. Investment sustainability questioned.

Tags

  • market-dynamics
  • infrastructure