The Information's TITV DeepSeek’s New Model, Potential TikTok US CEO, Microsoft CEO News, AI Agenda Live NYC | Oct 1, 2025
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Oct 1, 2025 Nick Patience, VP of AI at The Futurum Group, dives into DeepSeek's v3.2 model, exploring its efficiency gains and competitive stance against Chinese giants like Alibaba. Zeb Evans, CEO of ClickUp, discusses the evolving data wars and predicts a future dominated by 'super software' that integrates AI and various applications. They also touch on TikTok's potential US leadership, the challenges ahead, and what user data safety looks like in this shifting landscape.
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Nadella Refocuses On Core Tech
- Satya Nadella will shift focus from commercial duties to core engineering work like AI, chips, and data centers.
- Judson Althoff becomes CEO of Microsoft's commercial business while Nadella remains overall CEO overseeing technology.
AI Adoption Is A Multi-Year Effort
- AI adoption in enterprises typically takes years, often five or more, not months.
- Practical, "boring" use cases like document search and data extraction lead current ROI rather than flashy demos.
Progress May Come From Current Techniques
- Research labs debate whether scaling compute and data will continue to yield gains, but some experts see progress with known techniques.
- Reinforcement learning and existing methods could reach human-expert levels in domains without new paradigm shifts.