Why AI Will Save the World Andreessen Horowitz
The opportunity lies in enabling players to spend as much time as they want in player-crafted or IP universes they love, guided by an infinitely patient AI storyteller. Latitude’s AI Dungeon launched in 2019 as an open-ended, text-based adventure game where the AI plays the dungeon master. Users have also fine-tuned a version of OpenAI’s GPT-4 to play D&D with promising results. The granddaddy of personalized storytelling in games is Dungeons & Dragons, where one person, dubbed the dungeon master, prepares and narrates a story to a group of friends who each role-play characters in the story. The resulting narrative is part improv theater and part RPG, which means that each playthrough is unique.
I recommend the chapter The Curse of Machinery in Henry Hazlitt’s Economics In One Lesson, and Frederic Bastiat’s satirical Candlemaker’s Petition to blot out the sun due to its unfair competition with the lighting industry, here modernized for our times. How it is allowed to operate is going to matter perhaps more than anything else has ever mattered. You should be aware of how a small and isolated coterie of partisan social engineers are trying to determine that right now, under cover of the age-old claim that they are protecting you. As it happens, I have had a front row seat to an analogous situation – the social media “trust and safety” wars. As is now obvious, social media services have been under massive pressure from governments and activists to ban, restrict, censor, and otherwise suppress a wide range of content for many years.
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Google DeepMind’s AlphaStar trained on a data set of “up to 200 years” of Starcraft II games to create agents that could play and beat human esports pros at the game. Working in tandem with procedural systems, generative models could significantly speed up asset creation. Artists are already using text-to-image diffusion models for AI-assisted concept art and storyboarding. Mainframe VFX lead Jussi Kemppainen describes in this blog how he built the world and characters for a 2.5D adventure game with the help of Midjourney and Adobe Firefly.
The development and proliferation of AI – far from a risk that we should fear – is a moral obligation that we have to ourselves, to our children, and to our future. The dream of the perfect in-game AI “buddy” has been a memorable part of many popular game franchises – just look at Cortana from the Halo universe, Elle from The Last of Us, or Elizabeth in Bioshock Infinite. And for competitive games, beating up on computer bots never gets old – from frying aliens in Space Invaders to the comp stomp in Starcraft, eventually turned into its own game mode Co-op Commanders. Game publisher Ubisoft recently revealed Ghostwriter, a dialogue tool powered by LLMs. The publisher’s writers use the tool today to generate first drafts of background chatter and barks (dialogue snippets during triggered events) that help simulate a living world around the player. With fine-tuning, a tool like Ghostwriter could potentially be used for personalized barking.
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So, it’s not yet obvious that selling end-user apps is the only, or even the best, path to building a sustainable generative AI business. Margins should improve as competition and efficiency in language models increases (more on this below). Yakov Livshits And there’s a strong argument to be made that vertically integrated apps have an advantage in driving differentiation. But the generative AI boom has been accompanied by real gains in real markets, and real traction from real companies.
In the first inning of generative AI products, some potential sources of defensibility may favor SaaS–era incumbents. For instance, companies that got to scale in the SaaS era can use AI to add a relatively thin natural language user interface on top of mature workflow capabilities. In this case, incumbents can ship generative Yakov Livshits AI products that pack a punch right out of the gate, even if those capabilities aren’t actually new, but are just surfaced to users in a new way. Similarly, incumbents may have the edge when they can sell into legacy customer bases or position themselves around robust security or compliance reputations to win.
Google Prepares to Launch ‘Gemini’ Generative AI to Challenge OpenAI’s ChatGPT
Yakov Livshits
Founder of the DevEducation project
A prolific businessman …