Supply Chain of Intelligence™(SCoI)

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    Jun 17, 2024DEFENSIBLE

    Intuit’s Mailchimp AI: A Shift From L7 Surface to a Defensible L1+L5+L8 Stack?

    By embedding Analytics AI, Intuit is betting its L1 Proprietary Data, L5 Domain Execution, and L8 Institutional Knowledge can build a defensible moat for its Mailchimp L7 Surface, escaping the commodity trap.

    Intuit has launched 'Analytics AI' within its Mailchimp platform, a generative AI tool to analyze marketing performance and provide campaign recommendations. It represents a significant strategic move to create defensible value in the increasingly commoditized email marketing space by leveraging Intuit's vast and unique dataset on small businesses.

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    Jun 10, 2024LEADING

    Apple Intelligence: The On-Device Trojan Horse

    Apple embeds on-device LLMs and a privacy-preserving cloud compute to make AI personal, integrating a partner (OpenAI) as a commodity feature.

    At its WWDC 2024 keynote, Apple announced "Apple Intelligence," a suite of AI features deeply integrated into iOS 18, iPadOS 18, and macOS Sequoia. The system uses on-device models for most tasks, with a "Private Cloud Compute" for more complex queries, and offers optional integration with ChatGPT for even larger requests. This three-tiered approach prioritizes privacy and context-awareness across Apple's entire ecosystem.

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    May 31, 2024CONTESTED

    Platforms Absorb L6 Orchestration, Squeezing the Middle Layer

    Google and Microsoft are bundling L6 orchestration into their L7 surfaces and packaging L5 execution skills, while Anthropic enables the trend. This compresses pure-play L6 framework vendors by shifting distribution and TCO.

    In May 2024, major AI platforms including Google (at I/O with Gemini advancements in Workspace) and Microsoft (at Build with new Copilot integrations) unveiled significant enhancements to their agentic infrastructure. Anthropic concurrently released improved tool-use functionality in its Claude 3 model family. This synchronized move signals a strategic shift from foundational model improvements to creating captive ecosystems where AI can perform multi-step tasks, directly competing with and absorbing the value of standalone orchestration frameworks.

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