He predicted a new generation of AI giants could emerge in the next 3-5 years. Who will it be? That’s literally a billion-dollar question that is driving the VCs crazy. Of course there are the usual suspects (Google, Amazon, IBM, Facebook, etc.) but also consider that Chinese companies such as Baidu are also investing heavily in this area, and may be much further along than American companies.
On the other hand, maybe the next AI giant may come from an unexpected place, much like Amazon (1990s online book merchant) has emerged to become one of the leading online retailers, cloud service providers, and streaming content, not to mention grocery, logistics, and other services.