Top 25 Microsoft Articles on Substack

Latest Microsoft Articles

April 10, 2024 (Wednesday)

Prime minister Fumio Kishida of Japan and his wife, Yuko Kishida, are in Washington, D.C., tonight at a state dinner hosted by President Joe Biden and First Lady Jill Biden. The dinner is part of a state visit, the fifth for this administration. Biden and Secretary of State Antony Blinken have worked to strengthen ties to countries in the Indo-Pacific to…
Heather Cox Richardson ∙ 2617 LIKES
Thank you for highlighting the news about the meetings with Japan. Stories like these tend to get drowned out by the political ones these days.
‘There are almost daily headlines now describing what Donald Trump would do if elected: the mass deportations, the pardons handed out to his friends and golf buddies, the Justice Department settling scores and waging personal vendettas. The former president has even promised violence if the election goes against him, warning that it could be a “blood bath.”(NYTimes: Guest Essay by Caroline Fredrickson, excerpts)
‘But as worrying as these prospects are, they are far from the biggest threats he poses. What we should fear most is Mr. Trump transforming our government into a modern-day Tammany Hall, installing a kleptocratic leadership that will be difficult if not impossible to dislodge.’
‘I do not discount the possibility of state-sponsored violence, and I worry deeply about the politicization of the civil service. But those are, for the most part, threats and theories, and while they need to be taken seriously, people should be paying more attention to a far more likely reality: that Mr. Trump would spend much of his time in office enriching himself. He failed spectacularly as an insurrectionist and as a disrupter of the civil service, and his clownish and chaotic style may well lead to failure again — but he has succeeded time and time again in the art of the steal. If his grift continues into a second term, it will not only contribute to the fraying trust Americans have in their institutions, but also impair our ability to lead the world through a series of escalating crises.’
‘Recall how Mr. Trump operated in his first term. Not only did he keep his stake in more than a hundred businesses, he made it a practice to visit his properties around the country, forcing taxpayers to pay for rooms and amenities at Trump hotels for the Secret Service and other staff members who accompanied him — money that went straight into his bank accounts and those of his business partners. Those interested in currying favor with the president, from foreign governments to would-be government contractors, knew to spend money at his hotels and golf clubs. According to internal Trump hotel documents, T-Mobile executives spent over $195,000 at the Trump Washington Hotel after announcing a planned merger with Sprint in April 2018. Two years later, the merger was approved.’
‘Government, like fish, rots from the head down. Mr. Trump’s example freed up cabinet members to award huge contracts to their friends, business associates and political allies, while others ran their departments like personal fiefs. After the State Department’s inspector general was fired, Secretary of State Mike Pompeo’s use of official trips for clandestine meetings with conservative donors and his family’s alleged misuse of staff members for tasks like walking his dog, picking up his wife from the airport and fetching his takeout came to light. And, in addition to being accused of improperly accepting gifts from those seeking influence, several other cabinet members were alleged to have used government funds for private travel. These may seem like banal infractions, but taken together, they are a reflection of who Mr. Trump is and how he governs.’
‘Throughout his life, through Trump-branded wine, chocolate bars, sneakers, NFTs, ties, MAGA paraphernalia, a $59.99 Bible (of all things) and, most recently, his Truth Social meme stock ploy, he has shown an unstoppable drive to enrich himself at all costs. He sees politics, like business, as a zero-sum game in which he wins only if someone else loses. These are the instincts that drive corruption, kleptocracy and grift. And, if past is prologue, we’re looking at a much more damaging sequel.’
‘In a second term, Mr. Trump will have more freedom and power to undertake grift. He has already vowed to use pardons to protect supporters and possibly even himself from efforts to curb corruption (which may explain the nonchalance with which his son-in-law Jared Kushner has greeted criticism about the conflicts of interest raised by his recent real estate investments in Serbia and Albania, as well as the Saudi, Qatari and Emirati investments in his wealth fund). And he and his political advisers are building a deep bench of committed and loyal employees who could corrode and potentially destroy mechanisms of accountability in government, paving the way for kleptocratic leaders to entrench themselves in the bureaucracy where many would be able to remain past Mr. Trump’s term. And the mere presence of a phalanx of unquestioning lieutenants in the civil service will ensure that other civil servants fear retribution for objecting to the self-enrichment.’
‘In a kleptocracy, corruption is a feature, not a bug, where politicians apply the law inconsistently, favoring friends and punishing enemies. By controlling government assets and handing them out to friends and family — and dangling possibilities in front of would-be supporters — as well as using politically motivated prosecutions, kleptocrats cement their control of government and disempower opponents. We need only recall Russia’s erstwhile effort to create a democracy: It quickly drained away into the pockets of Vladimir Putin and his oligarchs, leading to the hopelessness and acquiescence of Russian citizens once they realized they could no longer change their situation through democratic means.’
‘Now we face that danger at home. If Mr. Trump wins, America will have a leader invested in his own personal power, both financial and punitive, and supported by a much more capable team. When lucrative contracts are handed out to Trumpist loyalists regardless of merit and dissident voices are targeted and silenced, America’s leadership on the global stage will dissolve when it’s needed most.’
‘The consequences will echo for generations if we lack the ability and the will to attack problems like climate change, mass migration, a new space race and multiple wars. Nothing of substance will be done, Mr. Trump’s cronies will continue to act with impunity, and millions of Americans — already worried that elites are held to a different standard than regular people are — will lose even more confidence in their government, convinced that everyone in Washington is out for himself.’
‘This combination of passivity on the one hand and impunity on the other could be fatal for our democracy. This is the true danger Mr. Trump poses.’ (NYTimes: ‘What Worries
Me Most About a Trump Presidency by Caroline Fredrickson) See gifted link below.
‘Ms. Fredrickson is an adviser at the Open Markets Institute, a senior fellow at the Brennan Center for Justice and a visiting professor of law at Georgetown University.’

Will Search Be Generative AI or Blue Links? Actually, It’s Both.

The real search battle isn’t gen AI vs. links, it’s when to show each format.
Yahoo is one of the most visited websites on the planet. It’s the most popular news site in the U.S., with more than 3 billion visits each month. It’s second in sports, second in email. It’s a still-kicking, veritable online hub of information. And at the very top of its homepage, it has a search bar.
Alex Kantrowitz ∙ 41 LIKES
Jacob Radke
What if generative AI blended with search ends up being an even more profitable way to sell ads.
Connor Clark Lindh
Great takes and perspectives. This reminds me of the golden rule of new technology. That it moves the threshold higher and makes previously impossible businesses / services possible. Eg no one would consider paying for search previously. But now… maybe?

These 50 companies have donated over $23 million to election deniers since January 6, 2021

Donald Trump lost the 2020 election. Then, according to the report of the bipartisan January 6 Commission, Trump engaged in a "multi-part conspiracy to overturn the lawful results of the 2020 Presidential election." Trump did not do this alone. He was supported by members of Congress who endorsed his lies …
Rebecca Crosby and Judd Legum ∙ 658 LIKES
Ellen Thomas
Comcast tried to do a lot more for election deniers by putting Ronna Don't-Call-Me-Romney McDaniel on NBC and MSNBC. Thank goodness for all the people, employees and viewers, who said no thank you.
Stephen Schiff
Thanks for the list! Many corporations give to everyone without regard to any moral or ethical standards so that they can have the ear of Congress no matter what. All they care about is acccess, and anything they say about supporting democracy is bullshit.

Why you should 'create the same game, over and over'?

A book extract - with Plus members getting the whole thing! Also: tonnes more.
[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.] Greetings, sweet Spring children - welcome to the sole GameDiscoverCo free newsletter for this week. (How will you ever manage your time, with 50% o…
Simon Carless ∙ 14 LIKES

Apr 12

The Shohei Ohtani Gambling Story Has Taken A Wild Turn

Last November, an illegal bookmaker sat outside Shohei Ohtani’s home in Newport Beach. He watched the 29-year-old international superstar walk his dog and threatened to approach him if his translator, Ippei Mizuhara, didn’t settle his multi-million-dollar gambling debt.
Joe Pompliano ∙ 19 LIKES

Chips, Tech, and Steel

How to get “American” corporations to act in America’s interest?
Friends, Tokyo-based Nippon Steel Corporation’s new CEO says he’s pressing on with its $14.1 billion acquisition of United States Steel Corporation. But President Biden thinks U.S. Steel should be “domestically owned and operated.” Why? Presumably because it’s important to national security that America has its own supply of steel on American soil.
Robert Reich ∙ 993 LIKES
There was a time when stock buy backs weren't allowed, shouldn't we be able to bring that back?
Keith Olson
The enforcement of antitrust laws is crucial for holding companies accountable. Congress plays a big role in protecting consumers against unfair practices in our industry! It’s time they started doing their jobs and working together for the benefit of the people!

The State of Generative AI, 2024

A nuanced analysis and a glimpse of the future
If you watch the news, it’s easy to miss the forest for the trees. The evidence is all scattered so let’s gather it in one place: Growth, revenue, and margins are underwhelming. Visits to AI sites have stalled. Sequoia, a VC firm, estimates that in 2023 companies spent $50B on Nvidia hardware but
Alberto Romero ∙ 86 LIKES
A real interesting article loved how you showed both sides of the argument.
Jasmine Secréy
I definitely loved the pro/con stance of this article. In reference to vanilla AI, I studied and applied AI in college circa 1986-1987. We have come along way! Our robots were difficult to program to avoid objects; not like today. The rovers on Mars are a perfect example. To parallel the article, sensors were so much in their infancy then (at least publicly available) than they are today. For 37 years, the tech has silently moving forward.

Notes From the Candidate's Stylist

I used to wonder what it was like to be a woman in America in the 1950s. Then I married a member of Congress and found out. Sherrod and I were married in 2004. He was 50, I was 45. We’d done a lot of living on these bones. We hoped for many more, infused with the reckless o…
Connie Schultz ∙ 875 LIKES
Cathy A VanHoose
Love this! Love his "look"...it makes him appear to be the down-to-earth and hard working guy that he truly is.
He's too busy doing good things to worry about being a fashion statement.
That Sherrod is so grounded in reality is a major asset. Keep up the good work.

April 8th: Cosmic Signs & Wonders, CERN Large Hadron Collider Activation, 3 NASA Rockets, And A Better Way

A day of extraordinary natural and unnatural events, and an opportunity to transcend our traumas
Monday 8th April is a big day, with several extraordinary natural and unnatural, experimental events potentially occurring concurrently. In addition to being extraordinary, the events have been noted by some independent observers on various media to be laden with symbolism and occult meaning.
Dr Tess Lawrie, MBBCh, PhD​ ∙ 118 LIKES
Margaret Anna Alice
We are coming uncomfortably close to the "Mr. Show" skit about blowing up the moon, which I suppose should be no surprise in Clown World:
Well, yes. But it is not negative as the fear mongers would leave one to believe. This will be quite unusual. We are finding that in fact the portals created by CERN will allow the dark here a way out.
It will also be a time for personal unfinished work to be completed to the extent possible. If one's work to be completed is say, under 10%, then this is a fab opportunity to complete this work while this veil is open. For those that have completed this work..then just hold your Light for others in order to assist.
How we are seeing this event.
I have no intention of looking at it..given what is going to transpire on this level in the inner worlds that will affect the outer world.
Could there be an attempt to shut down power and the internet? Sure...especially given what was accomplished recently on the Baltimore bridge collapse.
Don't expect that since the darkened energy is being pulled out to create a Ying/Yang balance on planet earth ..that these events will stop cold turkey. These people are still alive, albeit soulless. It has to all play out.

🔮 EVs on the up; Google‘s paywall; software’s fatal flaw; creative walking, long Covid and Amazon’s ”AI” ++ #468

Hi, I’m Azeem Azhar. In this week’s edition, we explore what the trajectory of the electric vehicle market can teach us about the adoption of exponential technologies. And the rest of today’s issue: Need to know: Bad bug The recent accidental malware discovery uncovers a massive threat to digital public goods.
Azeem Azhar and Nathan Warren ∙ 28 LIKES

Four New Major Open Source Foundation Models in a Week

DBRX, Grok 1.5, Samba-CoE and Jamba are all bringing unique innovations to open source generative AI.
Next Week in The Sequence: Edge 383: Our new series continues with a deep dive into the core capabililties of autonomous agents. We review a very famous paper about agents simulating human behavior and we dive into the Crew AI framework. Edge 384: We dive into Genie, Google DeepMind’s model that can generative interactive games from…
Jesus Rodriguez ∙ 12 LIKES


Suddenly I care about markets again
The new Dune movie is beautiful - but some how I love the batshit craziness of 1984 Dune movie - starring Kyle MacLachlan as Paul Atreides. This was the first time I heard the term “The Sleeper Has …
Russell Clark ∙ 66 LIKES
I see the resemblance to Lord Lamington :)
looking forward to your shift back to the markets

Apr 11

Augusta National's Most Interesting (And Secretive) Details

Hey, Friends! The Masters officially starts today. I may still be trying to break 90 on the course, but you all know by now this is one of my favorite sporting events. There’s just so much history and tradition, and Augusta National Golf Club’s secrecy makes the business behind the Masters even more fascinating. So, today, we’re going to do something dif…
Joe Pompliano ∙ 32 LIKES

This is who I am

Breaking the Anonymity
Hi Partner 👋 Welcome to this week’s 📈 free edition 📈 of Compounding Quality. Each week we talk about the financial markets and give an update on our Portfolio. If you’re not a subscriber, here’s what you missed this month: 10 Stocks to own forever
Compounding Quality ∙ 148 LIKES
The CT
Impressive read! Hats off for being so honest and humble 🙂
Pieter. Thanks for this. Personally, I was not expecting nor needing to put a name and face behind this Substack. One just have to read a couple of your pieces to know someone serious
and knowledgeable is behind it, and there can be many valid reasons for keeping it anonymous. Yet, your gesture of openness and transparency is appreciated and speaks the world of who you are. Great to know you and your story.

💡 Insights You Might Have Missed

From Google charging for AI search to Disney's proxy fight
Greetings from San Francisco! 👋🏼 Over 100,000 How They Make Money subscribers turn to us weekly for business and investment insights. Glad you're here.
App Economy Insights ∙ 26 LIKES
Thank you very much for this summary post!

April 2024 Newsletter

David Lebovitz ∙ 265 LIKES
Peggy Wong
I'm no purist, but those croissant / cookie mashups look hideous.
Barrie Cogburn
I just love your blog & books about living in France! Thanks ever so much for sharing your interesting life & insights from one of my favorite parts of the world.
Keep up the great work!

Last Week in AI #263: Apple shares details of its multimodal model, Cerebras unveils largest AI chip yet, Microsoft "acquires" Inflection AI, Stability AI CEO steps down, and more!

Apple shares how it trained its multimodal foundation model, Cerebras' new chip can train models with 24 trillion parameters, large departures and personnel shifts from Inflection AI and Stability AI
Top News MM1: Methods, Analysis & Insights from Multimodal LLM Pre-training Apple released a paper detailing its efforts in training Multimodal Large Language Models (MLLMs), focusing on the significance of different architecture components and data choices. The authors found that a balanced mix of image-caption, interleaved image-text, and text-only data…
Last Week in AI ∙ 12 LIKES

Import AI 368: 500% faster local LLMs; 38X more efficient red teaming; AI21's Frankenmodel

If AI had truly superhuman capabilities, could we even effectively measure that?
Welcome to Import AI, a newsletter about AI research. Import AI runs on lattes, ramen, and feedback from readers. If you’d like to support this (and comment on posts!) please subscribe. Microsoft researchers figure out how to squeeze more efficiency out of NVIDIA GPUs running LLMs:
Jack Clark ∙ 23 LIKES
Gary Grossman
Profound insights as usual. Surely you must be writing a sci-fi book. When might this appear?
David Smart
The endless email chain Torment is hilarious. And it's believable yet chilling that we really would torture digital sentient minds :(

🤖 NVIDIA 'AI Woodstock'

And a closer look at Tencent and Nike's earnings
Greetings from San Francisco! 👋🏼 Over 97,000 How They Make Money subscribers turn to us weekly for business and investment insights. Glad you're here.
App Economy Insights ∙ 36 LIKES
Carlos Rullan
Really good article it touches and gives you an overview of what’s happening in the tech world 🌎
Thanks for sharing !!
Good one

To process his grief, actor Abubakar Salim became a game developer

Plus: Two of gaming's pioneers are returning to the genre they helped make great.
Abubakar Salim grew up playing video games. Later, he became famous in the gaming community for voicing the main character in the 2017 blockbuster Assassin’s Creed Origins. But he’s an actor by trade, and didn’t expect to become a game developer, until he had an epiphany while grappling with the death of his father.
Stephen Totilo ∙ 23 LIKES

Murray's Week in Review.

Beyonce to the rescue....
What follows was written by Matt Murray, former editor-in-chief of The Wall Street Journal. It’s a review of the week’s top stories in business and finance. It arrives in your in-box most every Friday at ~noon. If you read Matt’s posts via email (as most of you do), you may find at the end of the email a “button” that says “view entire message.” That’s b…
John Ellis ∙ 7 LIKES

A Big Week in Medical A.I.

Multiple new reports are indicators for where we are headed
Eric Topol ∙ 162 LIKES
Ryan McCormick, M.D.
Good article and glad to have someone with clinical experience, research experience, and a passion for tech such as yourself at the table.
I recently learned of Perplexity AI, and I’ve tried it for a few clinical questions. It is still not as good as humanly doing the hard work of PubMed and reference book synthesis, but so much faster of course… and it cites references. They are real clickable references! Often from journal sources, but also from more watered down educational sites like WebMD.
Let us know if you have any experience with this one someday. It’s hard to keep up with the AI Cambrian explosion.
Dave deBronkart
Extraordinary week, and extraordinary report, Eric. I don't know of any other observer/reporter in the medical AI space who's anywhere near as comprehensive.
When I spoke in December at the IHI Leadership Forum I said that medicine is having a "monolith moment," referring to "2001: A Space Odyssey." NOTHING is going to be the same now that we've touched it, and we all better fasten our seatbelts ... and LEARN about the new world we are already in. This column supports that analogy. WOW.

Kunal Shah on winning in India, second-order thinking, the philosophy of startups, and more

Brought to you by: • WorkOS—The modern API for auth and user identity • Orb—The flexible billing engine for modern pricing • Dovetail—Bring your customer into every decision — Kunal Shah is one of the most well-known and admired product leaders in India. He is the CEO and founder of CRED, an Indian-based fintech startup valued at over $6 billion. Prior to CRED, he founded three other startups, including Freecharge, which he sold for over $400 million to Snapdeal. He has also been an advisor to India’s most influential organizations. In our conversation, we discuss:
Lenny Rachitsky ∙ 67 LIKES
Colin Brown
Wow! Just wow! What an episode. You guys covered everything from evolution, entropy, frameworks that mixed mythology and company culture, curiosity vs. skills, reducing metabolism and adapting in difficult climates, second-order thinking, operation theatre, and envy being a hyperlocal problem!
I just loved the founder being an uncertainty absorber. Great message!
I am fortunate and blessed to have visited India 40+ times and worked with two amazing Indian companies, as well as having negotiated a partnership with the IPL for my own start-up. The lessons I learned from operating in this market over a number of years were priceless. What a wonderful culture. Blessed