Big Technology Podcast New ROI Questions For AI, Microsoft’s Empire Plans, Jassy’s Amazon Comeback
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Jul 12, 2024 Tom Dotan, a Wall Street Journal reporter specializing in Microsoft and AI, delves into the tech landscape's current trends. He discusses the stagnation of generative AI consumer use and examines OpenAI’s levels of AI sophistication. The dialogue reveals why enterprise AI rollouts lag and debates whether AI is better suited to startups or large players. Dotan also analyzes Microsoft's ambitious AI plans and highlights Amazon's turnaround under Andy Jassy, emphasizing the evolving challenges and dynamics within the tech industry.
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ChatGPT Growth Concerns
- ChatGPT's active user growth has plateaued, raising questions about its revolutionary impact.
- The gap between 100 million and 200 million users is widening, unlike typical consumer apps.
OpenAI's AI Levels: Premature?
- OpenAI's five levels of AI sophistication, from chatbots to organizational AI, may be premature.
- Publicly releasing this scale could backfire if OpenAI cannot achieve higher levels soon.
LLMs: A Threat to Startups?
- Large Language Models (LLMs) may absorb smaller AI startups, favoring scaled players.
- This raises concerns about whether startups can survive or become mere features of larger models.