Things I don't know about AI

The article is a list of open questions about generative AI, organized by layer of the AI stack, rather than a set of conclusions. It covers the likely oligopoly of frontier LLM makers such as OpenAI, Google, Anthropic, Meta's Llama and Mistral, and how cloud providers and big tech now fund most large model training. It also raises questions about Microsoft's roughly $10B OpenAI investment relative to Azure's $25B quarterly revenue, Chinese open-source models, and whether AI cloud startups will adapt to enterprise needs.