OpenAI’s Misalignment and Microsoft’s Gain

The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way.

The OpenAI Keynote

OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.

Attenuating Innovation (AI)

Innovation required humility about the future and openness to what might be possible; Biden’s executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges.

Google Earnings, Microsoft Earnings, AI Leverage

Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.

Unity CEO Out, Microsoft Owns Activision

John Riccitiello is out as Unity’s CEO, but the circumstances of his exit may have done the company a favor. Then, Microsoft finally owns Activision, and the outlines of the deal are a win for everyone except the FTC.