Microsoft, hedging their bet on OpenAI [Updated May 6, 2024]

May 6, 2024: Microsoft is building a large AI model that could rival OpenAI.

March 19, 2024: Microsoft hires Inflection founders to run new consumer AI division

March 4, 2024: Microsoft’s Mistral deal beefs up Azure without spurning OpenAI

October 23, 2023: [Matthew Ball] Parallel Bets, Microsoft, and AI Strategies - Great, in-depth read

Let's not overstate the "death" of Google Search

 The Man Who Killed Google Search [April 23, 2024]

This is the story of how Google Search died...

That's the first 9 words of the post. 

I agree with the broader premise that the Google search product has degraded but, this is uh, a tad misleading.

Check whatever sources you'd like, here's 3 that show that Google Search has indeed not died.

• Predicted 25% Drop In Search Volume Remains Unclear 
• 34 Eye-Opening Google Search Statistics for 2024 
• Market share of leading desktop search engines worldwide from January 2015 to January 2024

Where will OpenAI win? Questions, not answers

So Meta continues to do the whole “commoditize your complements” thing with their open-source AI products — what does this do for the competitive landscape, especially OpenAI? 

At first blush, it seems like both Meta and Google are better positioned than OpenAI right now

• They have distribution via their own products and, in the long run, can have LLMs running locally on their hardware devices
• They have the ability to operate at scale by virtue of already operating at scale 
• They can serve other enterprises at scale (i.e. Apple considering using Google/Gemini)
• OpenAI is reliant on Microsoft, which is hedging its bet on OpenAI

On what plane of competition is OpenAI in better position?

It's not surprising that AtlmanCo. is thinking about hardware.

Arc Browser

 

Some quick thoughts on The Browser Company // Arc Browser. Arc is an internet browser that has raised $18MM and has gotten lots of pub.

For the betterment of the consumer, may I be wrong and eat my words 🫡