Large language models (LLMs) trained on more text will generally be superior to an LLM with less. As a result, expect publishers with valuable text content to become a licensing battleground for LLM makers and for language acquisition costs (LAC) to become a real expense. Google is said to pay $15B per year to be the default search engine on Apple devices. These traffic acquisition costs (TAC) are in aggregate over $50B a year for Google -- but the exclusivity gained is critical for Google to cement its search lead. With the battle for large language model (LLM) supremacy underway, exclusive access to language/text will also become critical.

The tech news cycle has been dominated by applications like ChatGPT, a chatbot that tallied up 1M users in under a week following its late 2022 release. But beyond the headlines, a wave of startups have already entered the market and are rapidly expanding the use cases for generative AI, tackling everything from search engines to motion capture animation.

This report is a deep dive into the world of Gen-AI--and the first comprehensive market map available to everybody. We provide an overview of over 160 platforms in the space and their investors, as well as insights from leading thought leaders on the potential of this technology. This hands readers a unique opportunity to gain a comprehensive understanding of the generative AI market and the potential for new players to challenge established players like Google. Please note: The information provided in this piece is based on Antler's day zero investment approach and the support we provide to founders around the world. The platforms featured in our industry mapping are sourced from Crunchbase.