$Autodesk (ADSK.US)$ Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools. Highlights -Team sits within ADSK Research which consists of 200 people. Sub-team of 20 people f...
Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools.
Highlights
-Team sits within ADSK Research which consists of 200 people. Sub-team of 20 people f...
No comment yet