The AI unicorns that will soar, stagnate, and fall over the next few years, according to readers

Soon or later, the artificial intelligence industry will unite.

What companies are among the monitage of the artificial intelligence today that will survive from Shakeout, which will be included in larger companies, which will perish, of course, are impossible to know. However, the extensive views of the current crop of high -quality artificial intelligence are useful in itself, providing a useful measure of industry and expectations.

A few weeks ago, we sent an invitation to predict your prediction on how to get the largest emerging companies out of artificial intelligence in the coming years to five years. Dozens of people were tenth of us, with some beautiful hot capacities. Two people said that Kuruv was “governed”, and very few were expected to be optimistic about the Anthropor, and there was a lot of negative about bad style. The predictions around the future of Openai diverged greatly, as was the case in confusion.

Some of the most divided views of the self-driving cars in Alphabet-even from investors within the same company. Marisa Moore and Juliana Violo of Omers Ventures took the Bull and Bear cases for the future of Waymo.

“Waymo throws in the towel as a roboty and is marketing strongly through its IP license for auto and other fleet operators and becomes the dominant platform for the independence of passenger vehicles in the United States,”

Meanwhile, Take Vitolo was: “Waymo was assigned to Eclipse Uber and Lyft in the metro like SF before running the table in other urban environments … We passed the point of return, and Waymo will finally empty the Rideshare 1.0 players.”

A few respondents in the survey seemed terribly optimistic about the public subscription Korif or the start of French operation. As Umesh Padval, Management Director of Thomvest Ventures: In addition to Coreave’s concentration concerns, the company faces, “The risk that the width of the graphics processing unit may lead to an increase in demand for price pressure and a possible decrease period for GPU, which can be shorter than the expected six years,” said Umesh Padval, Managing Director of Thomvest Ventures: In addition to Coreave’s concentration concerns, the company faces, “The risk that the width of the graphics processing unit may lead to an increased demand for price pressure and a possible decrease period for the GPU that could be shorter than the expected six years.”

Padval added: “As an open source model, Mistral may struggle for competition and generate revenues in the market dominated by Llama’s Llama and key players such as Antarbur and Cohere.”

But it is not bad for Mistral, as Anik Bose, the BGV general partner, notes, “Mistral may benefit from the agenda of sovereignty of artificial intelligence in Europe.”

Ethan Patrasky, partner in Venrock luck It is expected that IBM or Oracle will get COHERE, XAI to become a “consumer pioneer”, and this confusion will be obtained by Microsoft in an attempt to revive Bing. And: “Openai will not be profitable, at all.”

Since we are talking about artificial intelligence, I decided to feed all the reader’s responses in Chatgpt and asked for this to summarize the reader’s total notes regarding various startups.

Antarbur was considered “intelligent, strong, unexpected” according to the readers ’readers, according to the Chatgpt Summarization. It was the most positive thing about DATABRICKS, “The jewel of the crown prince and disciplined.” Feelings about Mistral were described as “weakened with geopolitical winds, but limited ceiling.” Confusion and Xai were described as “polarization”, Canva as “a strong brand, but at risk of stagnation”, while Waymo was described as “disputed, uncertain.”

A summary of the poet was described as the poet Openai its maker as “KingPin consumer without a profit.” But I claim that Sophie Pacallar, the cooperative box partner, put the best of the matter: “Openai seems unavoidable, given his main start and ownership of the consumer mind, but it also carries the heaviest expectations.”

We see you tomorrow

Allie Garfinkle
x: Agarfinks
Email: Alexandra.garfinkle@fortune.com
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This story was originally shown on Fortune.com

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2025-04-18 11:10:00