More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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?
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
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.
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.
An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case
An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.
Twitter Timelines, Azure and OpenAI, Apple and China
Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.
Meta’s EU Fine; First-Party versus Third-Party Data, Redux; The EU’s First Party Imposition
The EU’s latest ruling against Meta is different than ATT because it is an attack on first party data and a company’s ability to make money.
More on Google and AI; OpenAI, Integration, and Microsoft
Follow up on AI’s impact on Google, and the weird relationship between OpenAI and Microsoft
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.