That "Downstream impact" metric sounds like a big yikes. Massive incentives to game that metric and before you know it you've got 10 projects all claiming credit for some theoretical downstream impact all of which are actually just canabalizing existing revenue. Like, Amazon is doing $5Bn of revenue selling tide pods, the Alexa team make some claim about people's likeliness to order tide pods via the Alexa and before you know it Amazon is still doing $5Bn of revenue selling tide pods but they've got a $2Bn cost centre of overpaid enginers designing hardware that lets you order tide pods.
I wonder which way this splits for Amazon though, on the one hand lots of people already have Alexas and so you've got great brand recognition when you want to sell your Gen AI doodad. On the other hand, your Alexa brand is trash, everyone knows its basically only good for timers so maybe no one will take them seriously when the Gen AI version comes out.
I wonder which way this splits for Amazon though, on the one hand lots of people already have Alexas and so you've got great brand recognition when you want to sell your Gen AI doodad. On the other hand, your Alexa brand is trash, everyone knows its basically only good for timers so maybe no one will take them seriously when the Gen AI version comes out.