The opening keynote at AWS:reInvent was about serverless, which is a technical manifestation of how the Internet leads to smiling curves. Plus, AWS’s CEO comments on OpenAI.
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
Adobe Max was all about AI, with no mention of Figma. Adobe would still like the latter, but it is much better positioned to do without it thanks to its integration of Firefly. Plus, why marking content will matter for humans than AI.
Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.
Microsoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.
Nvidia has blowout earnings, and a blowout valuation; CEO Jensen Huang laid out Nvidia’s bull case, but the company has motivated competitors elsewhere in the value chain.