Keynotes (Product Announcements)
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AWS re:Invent, Nova and Model Choice, AI as Commodity
AWS’ re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special.
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OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top
OpenAI DevDay 2024 was yesterday, and it was a stark difference to DevDay 2023. That’s a symptom of the wrenching changes OpenAI is undergoing in the wake of the unexpected success of ChatGPT.
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Copilot Pages, Salesforce Agents
Microsoft is taking another shot at the unified workspace with Copilot Pages; Salesforce, meanwhile, is going directly to autonomous AI agents. It’s a harder problem technically, but the technology may not be the biggest problem.
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Boomer Apple
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
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Integration and Android
The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation.
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[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
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Nvidia at Computex, Nvidia’s Roadmap, Horizontal Nvidia
Nvidia’s keynote was notable for how different it was than GTC in March. It was more like the Nvidia of old, and that misses the mark of how the company has won.
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Microsoft Build, Copilot Platforms, A Note on Recall
The most important theme at Microsoft Build was Microsoft’s attempt to build platforms on top of AI; the scope of their success, though, may already be defined.