Big Technology Podcast
New ROI Questions For AI, Microsoft’s Empire Plans, Jassy’s Amazon Comeback
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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Quick takeaways
- Microsoft is diversifying AI investments beyond open AI for competitive large language models internally.
- Amazon under Andy Jassy's leadership shifts focus to cost-cutting strategies and achieves record profits.
Deep dives
Microsoft's Strategic Shift in Building an AI Empire
Microsoft's move to diversify its AI investments beyond open AI, including internal AI model development, signals a strategic shift in building a robust AI ecosystem. By acquiring companies like Inflection and investing in Mistral, Microsoft aims to have alternatives to open AI and develop competitive large language models internally, mitigating dependency risks.
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