The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis ChatGPT Launches Voice, Midjourney Launches 6.1
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Aug 1, 2024 OpenAI has unveiled a game-changing voice mode for ChatGPT, allowing real-time interactions. Meanwhile, MidJourney has launched version 6.1, enhancing image generation with superior quality. The discussion also touches on Microsoft's financial strategies amid AI advancements and the growing subscription market for co-pilot tools. Additionally, there's an interesting shift at Meta as they pivot from celebrity chatbots to more personalized AI experiences.
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AI Under Financial Microscope
- Wall Street is closely scrutinizing AI investments by major tech companies like Microsoft and Meta.
- This intense financial focus is unusual for such an early stage of a technological shift.
Microsoft's AI Investment and Azure Growth
- Microsoft's earnings reveal increased capital spending, primarily due to cloud and AI investments.
- Azure's growth, however, fell short of analyst expectations, impacting share prices.
TikTok's Impact on Microsoft's AI Revenue
- TikTok's spending on OpenAI's models significantly contributed to Microsoft's AI revenue.
- This reliance on a single large customer presents a business risk for Microsoft.