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Top 25 Microsoft Articles on Substack

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Microsoft and OpenAI’s increasingly complicated relationship

An AI Soap Opera in the making?
You might think that Microsoft owns 49% of OpenAI. But as far as I understand it doesn’t. It has a right to about 49% of a for-profit subsidiary of OpenAI’s profits, up until a very complex point that may require litigation to resolve, but the for-profit hasn’t made any profits, and the for-profit is owned by a non-profit. And I’ll be damned if I can ac…
Gary Marcus ∙ 55 LIKES
Gerben Wierda
Is "it's complicated" a civilised way to say 'clusterfuck'? Or might all of thus mean that OpenAI has handed Microsoft the means to fill whatever mini-'moat' OpenAI had? Did OpenAI give away whatever crown jewels they had in that Microsoft deal that got them the compute they needed? Definitely intriguing.
Ko
Relation"shop" haha is that deliberate?

May 8, 2024

Today, in Racine, Wisconsin, President Joe Biden announced that Microsoft is investing $3.3 billion dollars to build a new data center that will help operate one of the most powerful artificial intelligence systems in the world. It is expected to create 2,300 union construction jobs and employ 2,000 permanent workers.
Heather Cox Richardson ∙ 3197 LIKES
JustRaven
“We’re the United States of America,” President Biden said today, “And there’s nothing beyond our capacity when we work together.”
As Joyce Vance says, "We're in this together."
Suzette Ciancio
Thank you, Heather!
“Political philosophers studying the rise of authoritarianism note that strongmen rise by appealing to a population that has been dispossessed economically or otherwise. By bringing jobs back to those regions that have lost them over the past several decades and promising “the great comeback story all across…the entire country,” as he did today, Biden is striking at that sense of alienation.”
Let that continue!

☁️ Amazon: Wild Margin Expansion

AI requires billions in Capex but it looks like money well spent
Welcome to the Friday edition of How They Make Money. Over 100,000 subscribers turn to us for business and investment insights. In case you missed it: 🚖 Tesla: Robotaxi Pivot ♾ Meta: The Anti-Apple 🔎 Google: "A Positive Moment" 🍿 Netflix: Engagement Machine
App Economy Insights ∙ 54 LIKES

Biden Up In New WI Poll, "Great American Comeback Story," Careful W/Polling Averages

Our Next Hopium-Wide Gathering Is May 22nd - Register Today!
Happy Thursday all. Sorry I’m a little late today. I am traveling and my plane’s WiFi was out for a while. Let’s get to it: Biden Announces Huge New Tech Investment in Wisconsin, New Poll Has Him Up 6 In This Critical Battleground - Here’s Heather Cox Richardson
Simon Rosenberg ∙ 266 LIKES
Janie Frank
Start my day with Hopium before I go to write postcards and run my postcarding hub. Thank you for the always brilliant interpretation and consolidation of relevant FACTS.
Jonathan Goldberg
Great info, Simon as always. Glad to see Biden in WI. yesterday and, of course, the poll results. Interesting how the investments Biden is making in certain manufacturing involves enough money to pull in private investment instead of, as in the FoxComm situation, put a greater onus on taxpayers. Also the training program at the local college is a wise investment. I take it these are 1 or 2-year programs not 4 years. In Arizona at the new TSMC semiconductor plant they are building (incentivized by Biden's CHIPs program) , there is a concern about there not, at this point, sufficient workers who can do the work that will be necessary. Important a community college or training school be implemented there by the time the plant is completed.

Last Week in AI #268: Gen AI for gene editing, Moderna partners with OpenAI, model releases from Microsoft and Snowflake, and more!

Gen AI used to generate new gene editors like CRISPR, Moderna's internal ChatGPTs, Microsoft releases Phi-3-mini LLM that can run on a phone, Snowflake open sources enterprise LLM
Top News Generative A.I. Arrives in the Gene Editing World of CRISPR Generative AI, which have already revolutionized areas such as art and programming, are now making significant strides in biotechnology. A new A.I. system developed by the Berkeley-based startup Profluent has been designed to create blueprints for novel gene editors by employing methods …
Last Week in AI ∙ 14 LIKES

The Sam Altman Playbook

Fear, The Denial of Uncertainties, and Hype
How do you convince the world that your ideas and business might ultimately be worth $7 trillion dollars? Partly by getting some great results, partly by speculating about unlimited potential, and partly by downplaying and ignoring inconvenient truths.
Gary Marcus ∙ 139 LIKES
Raul I Lopez
“all of this has happened before. all of this will happen again.”
Yep, I’ve been there. Working on AI research in 1990-1991, just before the second AI Winter.
John Richmond
Sam is a pseudo-philosopher in a world that has forgotten how to think critically. Thanks for this. Best Gary thus far. Look forward to more.


Business strategy with Hamilton Helmer (author of 7 Powers)

Brought to you by: • WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs • Vanta—Automate compliance. Simplify security • Paragon—Ship every SaaS integration your customers want — Hamilton Helmer is one of the world’s leading experts on business strategy and the author of the seminal book
Lenny Rachitsky ∙ 55 LIKES
Gene
Thanks, Lenny for this posting and insight from Hamilton. I get it. How many realty do?
I have all 7 of these Superpowers plus my earned eight. That's a bold statement to make. But I earned it.
I like the summary I call the 3 killers 1) Your powers 2) The market: Your deep knowledge of your market like a new market category you will lead and own and, 3) Systems and marketplace operations on your platform.
And the exclusive process or owned IP. I waited until I owned the tech to protect my siege capital, and ultimate weapons (s). Besides brand, trademarks, and trade secrets, there is total patent protection before you show the world.
Colin Brown
Thanks Hamilton and Lenny. So much wisdom in this episode.
I love the “To be, or not to be, that is the test” really impactful.
I also pondered over whether Founders hallucinate over powers just as much as LLMs hallucinate? Also thanks for including the beautiful nugget at the end: "Everything is always about something else". Definitely one I will reflect on for years.

Biden's promises kept vs. Trump's trail of broken promises

May 9, 2024
On Wednesday, President Biden traveled to Racine, Wisconsin to deliver a campaign speech emphasizing the economic benefits of his Bipartisan Infrastructure Law and CHIPS Act. The combined effect of those bills—enacted under Biden—incentivized Microsoft Corp. to announce
Robert B. Hubbell ∙ 426 LIKES
Patrick E. White
Robert, by geographical chance I am among the first with a posting today. I am in Hawaii celebrating my 50th anniversary with my wife and Hubbell reader Chris. I just read the long list of comments to yesterday's newsletter in which you spoke about a decline in subscribers and an uptick in abusive attacks on you regarding your positions and your pro-Biden stance. I want to note the outpouring of gratitude that many readers feel for your work and your leadership. And to encourage you to continue your work and your particular support of Joe Biden. Biden must be supported, not only because his great strengths but because his defeat by Trump would be a disaster for all we hold dear.
Also I want to underscore one of the great services your work provides. You words, ideas, persona, and encouragement bring together a community of other leaders, activists, students, and teachers who in turn activate others, strengthen others, and enlarge the circle of good thinking. You are like a teacher of a good class, where the benefit is not just from your wisdom, good as that is, but from the shared words of others. I could point to the names of dozens who I have learned from, been inspired by and emulated to I hope good effect and who will keep me engaged and thoughtful during the coming months. For another metaphor, you are the reef around which we fish, plants, and animals of all kinds congregate and thrive. Your words are important, your ideas are important, but on those days when you are tuckered, you could say, "Class discuss among yourselves," and the excitement and learning would still go on.
Just wanted you to know that. You might have some drop outs, but you are adding, in depth and I hope in numbers, active supporters for your work and grateful denizens who help the reef and our community and the larger sea of our world thrive. This is noble work, and your moral leadership has created an interlocking community made stronger by your focus. Keep the reef strong and let us all help continue to help each other thrive.
Christopher L Groesbeck
Cheerleading for Biden? No, cheer leading for Democracy over authoritarian rule . It’s just that simple. There is no nutritional value in the GOP bent by Trump. Regarding more sub-stacks, great but with you Robert, Heather and Joyce are my must reading every night or early morning! Thanks for your unfailing effort to save this country!

Novos cursos com iFood, Microsoft e GitHub para você crescer na carreira🤩

News #8: inscrições abertas para os Bootcamps Back-end Python, Data Analytics e as mentorias Elas na IA e GitHub 4 Women.
Iniciamos a semana com ótimas notícias para você, mulher, que está em transição de carreira ou que já está na área e busca especialização 🎉 Estão abertas as inscrições para os próximos programas de formação técnica e mentoria da WoMakersCode, em parceria com iFood, GitHub e Microsoft.
WoMakersCode ∙ 6 LIKES
juliana j
Porque ajudar apenas quem está começando, pq não dar chance a pessoas que estão tentando descobrir algo novo em suas vidas.

Last Week in AI #269: Better evals for multimodal AI, new OpenAI lawsuits, Meta's AI ads tool troubles, AI startups focus on enterprise, and more!

Reka AI releases Vibe-Eval, 8 US newspapers sue OpenAI, Meta's AI ads tool's overspending problem, AI startups are pivoting to enterprise customers
Top News Vibe-Eval: A new open and hard evaluation suite for measuring progress of multimodal language models Reka AI introduces Vibe-Eval, a new evaluation suite designed to measure the progress of multimodal language models. Researchers from the company have created a set of challenging prompts to test the capabilities of these models, particularly focu…
Last Week in AI ∙ 4 LIKES

🔮 Can the West wean off from China?; European startups; AI war rooms; fragile societies ++ #472

Hi, I’m Azeem Azhar. In this week’s edition, we explore China’s dominance of the battery supply chain. And in the rest of today’s issue: Need to know: GenAI as a GPT Is generative AI a general-purpose technology? We’ve long believed it to be one, and mounting evidence over the past year contributes to this position.
Azeem Azhar and Nathan Warren ∙ 23 LIKES


Nobody Likes a Know-It-All: Smaller LLMs are Gaining Momentum

Phi-3 and OpenELM, two major small model releases this week.
Next Week in The Sequence: Edge 391: Our series about autonomous agents continues with the fascinating topic of function calling. We explore UCBerkeley’s research on LLMCompiler for function calling and we review the PhiData framework for building agents.
Jesus Rodriguez ∙ 25 LIKES

What happened in Marketing: TikTok is Back, IG Algorithm shifts & LinkedIn is 🤐

IAB AdTech launches, Organic on IG & LinkedIn scales, Google AI & Amazon, the ad giant.
Anyone keeping up with Kendrick Lamar vs Drake? Many Brands are Drake, starting with solutions that people want. After Success, they try to not focus on product, instead do the PR and Event runs. You know the Aftermath. Before we begin, You can access the newsletter archive and support my work and Discord community by simply taking an action below:
Jaskaran ∙ 7 LIKES
Martin O'Leary
What are your thoughts on LinkedIn In-app professional games?
Matilda Lucy
Professional games on LinkedIn 🤢

How to Execute End-to-End Tests at Scale

Running E2E tests reliably and efficiently is a critical piece of the puzzle for any software organization. There are mainly two expectations software teams have when it comes to testing: Ship as fast as possible without introducing (or reintroducing) bugs
ByteByteGo ∙ 106 LIKES

hi, welcome to end matters

Well, hello. Welcome to end matters. Why do I feel so terribly nervous about introducing you to my newest venture? Perhaps because I feel so excited about this, and I want you to love it as much as I hope to. When I was around eleven, I made my own magazine (called
Jess ∙ 73 LIKES
Paula van Eenennaam
So excited for the future of this space! Looking forward to reading everything you've got in store :)
Nora West
I've been following you for years, and I was in the Patreon bookclub too (unfortunately, I couldn't keep up..). I'm so so excited for your Substack and I'll be reading every instalment carefully!

Surprising ways to prompt AI 😳

Push AI to be bolder and stranger for creative inspiration
Summary: AI outputs can be disappointingly conventional. To avoid predictable responses, I like instructing AI engines to be strange. Unexpected, radical ideas can be useful for creative inspiration. Odd perspectives stretch my thinking. Read on for specific ways to prompt AI to break beyond its bland boundaries.
Jeremy Caplan ∙ 35 LIKES
John Fogg
Brilliant is good (and the above was), but many times better is USEFUL! Thanks so much Jeremy 🩷
❤️ Jenny Blake
These are so good!! I love every example, and the images. Wonderful to meet you last night, and I’m thankful to now be subscribed! 🙏🥳


As publishers noodle over AI deals, a solution emerges, called Airgap

Everyone wins when media and tech combine, but when media and tech collide, only tech wins... every time. Now Airgap is offering a solution...
I’m in the Qantas first class lounge in Singapore enjoying some tranquillity after a manic yet insightful week in London discussing AI with the world’s top publishers. Over seven days, I participated in 40 private sessions, keynoted three global conferences, and hosted two dinners with leading editors and media CEOs.
Ricky Sutton ∙ 8 LIKES
David Cutler
Again ... EatMedia or Be Eaten.
Use it or lose it.
Co-Earn it
On Chain
Yes I want to talk about Customer Success and AirGap!
- David

What those studio closures mean for Xbox's future

Sigh, we gotta talk about it. Also: a great indie game & lots of discovery news.
[The GameDiscoverCo game discovery newsletter is written by ‘how people find your game’ expert & company founder Simon Carless, and is a regular look at how people discover and buy video games in the 2020s.] In the ‘why did the chicken cross the road?’
Simon Carless ∙ 15 LIKES
Eliza Crichton-Stuart
💚🔥🌟

Brace for Impact: Here Comes the "Cram Down"

Upcoming Edtech Happy Hour Events, ASU+GSV 2024 Session Overviews, US Newspapers Sue OpenAI, Coursera and Chegg Stock Down, and more!
Brace for Impact: Here Comes the “Cram Down” By Ben Kornell
Sarah Morin, Ben Kornell, and Alex Sarlin ∙ 4 LIKES
Matt Rubins
Ben - this is so insightful and so true. Twain said "history doesn't repeat itself, but it often rhymes". I've lived through three of these cycles now - the S&L crisis in '90-93, the dot com and telecom winter from '01 to '04, and then Global Financial Crisis from '08-'11. Every time we go through the same cycle. When a bubble bursts, during the first year people believe that a recovery is right around the corner. It'll be fine! The second year, they realize this may take a while longer and that they need to start cutting costs to extend the runway and avoid exposing themselves to "market pricing discovery". When they run out of moves, they reach the capitulation stage and that's when the dreaded "inside down round" happens. People start to read the deal docs and understand how weighted average anti-dilution provisions really work, what discounts on notes and SAFEs really do to founder economics, and how pay to play provisions work. It's ugly. The companies that get through this phase quickly, or even better proactively in the first two years, are well positioned to be acquirors of both market share and weaker competitors. These cycles typically last 4 years and we're about 18-24 months into this one.
I'm very optimistic about the future. We're seeing strong revenue growth in our portfolio and the long term trends underlying the digitation of education and alternative ways to upskill the workforce are very much intact. It just takes time, but anyone who's been around education for a long time knows that everything takes time in our business.

What Did Joe Biden Do Today?

May 8, 2024 Recap
President Biden stated that the U.S. will not provide Israel with offensive weapons that could be used in a potential assault on Rafah, a major area in Gaza, due to concerns about civilian safety. While reaffirming the U.S.'s commitment to Israel's defense by continuing to supply defensive weaponry like the Iron Dome interceptors, The President expresse…
What Did Joe Biden Do Today? ∙ 69 LIKES
Irish Mouse
I hope that this is the beginning of President Biden’s willingness to give Netanyahu an ultimatum. Allies or not, too many people see what is happening in Gaza as a crime against humanity. I am a staunch supporter of Israel and the Jewish people, but Netanyahu has crossed a line.

John MacArthur Isn't Real

My friends, the Church has a John MacArthur problem. More and more these days, when I simply want to get on my phone and scour the internet for positive comments on my writing, I am forced to see that John MacArthur has upset some people. This should not surprise anyone. When some Christian leaders get very old, they lose their minds. Let’s go to the Gr…
matthew pierce ∙ 57 LIKES
Red-Beard
I laughed out loud, well done!
KAT
Sir calvinists don't eat taco bell because it gets in the way of progressive sanctification. All That cheese is too indulgent and luther nailed all those indulgences to the ordering kiosk.

Stellar Blade Stirs the DEI Hornet's Nest

I don’t usually cover games, nor have even played them in a long time, but I keep my eye on developments and recent trends have been extremely revealing of a dark streak threading its way through the industry. It’s particularly important because of how it overlaps with the cultural engineering movements currently putting society in a stranglehold. The r…
Simplicius ∙ 291 LIKES
Dhdh
DEI - diversity equity and isreal.
Zorost
Great read. But never forget none of this is new. Remember that kids TV show from the 1980s called "Dungeons & Dragons"? From the blog of that shows developer:
"Dungeons & Dragons was a series about six kids who were transported to a dimension filled with wizards and fire-snorting reptiles and cryptic clues and an extremely-evil despot named Venger."
"The kids were all heroic — all but a semi-heroic member of their troupe named Eric. Eric was a whiner, a complainer, a guy who didn't like to go along with whatever the others wanted to do. Usually, he would grudgingly agree to participate, and it would always turn out well, and Eric would be glad he joined in. He was the one thing I really didn't like about the show.
So why, you may wonder, did I leave him in there? Answer: I had to.
As you may know, there are those out there who attempt to influence the content of childrens' television. We call them "parents groups," although many are not comprised of parents, or at least not of folks whose primary interest is as parents. Study them and you'll find a wide array of agendum at work…and I suspect that, in some cases, their stated goals are far from their real goals.
Nevertheless, they all seek to make kidvid more enriching and redeeming, at least by their definitions, and at the time, they had enough clout to cause the networks to yield. Consultants were brought in and we, the folks who were writing cartoons, were ordered to include certain "pro-social" morals in our shows. At the time, the dominant "pro-social" moral was as follows: The group is always right…the complainer is always wrong.
This was the message of way too many eighties' cartoon shows. If all your friends want to go get pizza and you want a burger, you should bow to the will of the majority and go get pizza with them. There was even a show for one season on CBS called The Get-Along Gang, which was dedicated unabashedly to this principle. Each week, whichever member of the gang didn't get along with the gang learned the error of his or her ways.
We were forced to insert this "lesson" in D & D, which is why Eric was always saying, "I don't want to do that" and paying for his social recalcitrance."