https://www.theverge.com/2023/7/10/23790132/google-memo-moat-ai-leak-demis-hassabis
In this link this discussion:
The memo, which was obtained by SemiAnalysis from a public Discord server, says that neither Google nor OpenAI have what they need to succeed in the AI industry. Instead, the researcher claims “a third faction has been quietly eating our lunch”: open-source AI models that the researcher says are “faster, more customizable, more private, and pound-for-pound more capable.”
WHO IS THE THIRD FACTION?
A wild guess, but could it be Microsoft?
I mean they are already creating use cases and integrating them in their apps, especially their business suite.
While Google and OpenAI are ahead in AI innovation, I feel Microsoft is getting ahead in implementation and actual end user scenarios.
Microsoft office offerings are still much larger than Google's, plus they capture Dev's needs with GitHub CoPilot and VS/ VSCode integrations.
I feel like by the time Google will be ready or OpenAI's contract with MS ends, both of these companies will lag sufficiently behind MS in real world.
Microsoft currently lack the internal know how on AI. It is behind. They are the best understanding the average user/company needs, but they currently depend on openai. Either the buy openai (risking to destroy it because Microsoft is relatively bad at real research and cutting edge engineering) or they need to invest a lot more than Google.
If you read the memo, the 3rd player is meta. Microsoft is not even considered.
Microsoft will for sure make more money than anyone else, because that's their job, making more money than anyone. They are a bad tech company, but a great money printer company
Microsoft owns part of openai don't they?
No, they are separate entities. MS heavily funded openai once musk left and has a preferential access to its products and tech
It’s a complicated deal, since Open AIs corporate structure, but they are one of the bigger supporters and get a lot of their profits.
Sidenote, I think its absolutely criminal to call your company open__ when there's nothing open about it.