Ben Thompson
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From Bing to Sydney
More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs
Microsoft’s demo of new Bing contained multiple errors. Why weren’t they caught, and what does this imperil the project? Then, does Section 230 apply to large language models?
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The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake
The distinction between Wartime and Peacetime CEOs explains why Sundar Pichai may be under the microscope; then, exploring why Bard made a mistake
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Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware
Microsoft’s AI event was impressive, while Google’s was a mess. That, though, might be a positive indicator in terms of Google’s willingness to respond to the threat it faces.
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New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership
An overview of Microsoft’s new Bing announcement, and an interview with Microsoft CTO Kevin Scott and OpenAI CEO Sam Altman about Microsoft and OpenAI’s partnership.
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Intel Pay-Cuts, and Revisiting the Dividend Question; Investor Honesty; AMD’s Earnings
Revisiting my Intel dividend take, and admitting I had it wrong. Then, AMD’s rapid capture of marketshare in the data center is a big problem for Intel.