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The Rise of Generative AI with Raj Bala

Screaming in the Cloud

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How to Build Machine Learning Models

The fact that OpenAI has upended all of these companies, I think is massive and it tells us something else about Microsoft too. They didn't have the wherewithal internally to really compete themselves. On some level is a great time to be a cloud provider because all of these experiments are taking place on top of a whole bunch of very expensive, very specific compute. Sure, but that is necessary but not sufficient as we look at it across the board.

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