An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.
Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.
An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.
Enterprise Philosophy and The First Wave of AI
The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
Copilot Pages, Salesforce Agents
Microsoft is taking another shot at the unified workspace with Copilot Pages; Salesforce, meanwhile, is going directly to autonomous AI agents. It’s a harder problem technically, but the technology may not be the biggest problem.
Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.
AI Integration and Modularization
Breaking down the Big Tech AI landscape through the lens of integration and modularization
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
Microsoft Build, Copilot Platforms, A Note on Recall
The most important theme at Microsoft Build was Microsoft’s attempt to build platforms on top of AI; the scope of their success, though, may already be defined.