Microsoft
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Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
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Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
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There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
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It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail…
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Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
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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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Microsoft Earnings, Azure’s Slowdown, Office Strikes Back
Microsoft’s earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Anyone competing with Office 365, though, is in worse shape.