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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 ∙ 53 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?

☁️ 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 ∙ 52 LIKES

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 ∙ 8 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 ∙ 132 LIKES
George Burch
There is a major flaw less said. GenAI can't certify itself. It is a black box and even if it seems to reach a 2 sigma the human labor costs to prove that which are huge cannot guarantee it will respond correctly on the very next prompt. And if it takes more labor to check it than it saves it hardly is a general intelligence.
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.


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 ∙ 52 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.

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 ∙ 4 LIKES
juliana j
Porque ajudar apenas quem está começando, pq não dar chance a pessoas que estão tentando descobrir algo novo em suas vidas.

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

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 ∙ 103 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 ∙ 71 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!

Google, Perplexity and OpenAI seek to mould Changing Consumer Behaviors

🔎 The Future of Search will be decided in the next five years.
Image: the geeks at Perplexity. Is the internet willing to change their repetitive behaviors? Hello Everyone, As OpenAI prepares to launch a search product that will utilize Bing and GPT-5 to directly compete with Google, something significant is about to happen
Michael Spencer ∙ 41 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 🤢

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 ∙ 3 LIKES

Lionel Shriver: PEN America Rewards Cowardice

We live in a world where an organization established for the defense of free speech is expected to openly advocate for Hamas.
Another day, another opportunity for huffy, hypocritical “progressive” posturing. PEN America has now been forced to cancel its World Voices literary festival in New York and L.A., on the hee…
Lionel Shriver ∙ 250 LIKES
Obamawasafool
Dear Bari Weiss,
Please invite Ms. Shriver to be your correspondent at the upcoming Democratic National Convention in Chicago this August. She knows how to cover the demise of an organization without looking like a hack.
And since there is bound to be plenty of "mostly peaceful" protesting of the George Floyd sort, send that Oliver Wiseman guy as her personal security detail...
Jim G
PEN, sadly, is saddled with a membership that cannot publish unless every written word is vetted by a group of Manhattan editors who have replaced intellectual diversity and literacy with a billet of checkboxes.
Every new novel must adhere to the same formula. PEN could go off the reservation and look for literacy outside of the big Manhattan publishing houses, but then they'd miss out the next Big Thing.
Instead of holding the award ceremony, PEN decided to put out a "Guide To Combating Campus Protest Mis/Disinformation". Of course, it links to such "trusted" sites as Politifact and BBC Verify - the latter seems to use Hamas itself as its ultimate arbiter of most "facts".
I used to read a lot of new fiction. I had to stop. The new stuff is so formulaic, so predictable in its relentless politics. Literary awards used to be about literature, so I use their short lists from decades past and have found quite a few great reads lately.

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 ∙ 289 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."

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 ∙ 55 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.

🔮 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 ∙ 21 LIKES

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

Upcoming AMAs: Brad Frost, Leslie Witt, John Maeda, and more

Also, access to all of our former AMAs for premium Design Better subscribers
We’ve got a great lineup of guests for our upcoming AMAs (“Ask Me Anythings”), from design systems experts like Brad Frost to creative leaders like Steve Johnson. Tickets to each event will be $15, but premium subscribers get access to all AMAs with their $7/month subscription (plus 2 additional premium Design Better episodes each month, and access to o…
The Curiosity Department ∙ 3 LIKES

🔮 What is Tesla?; LLM gene editor; China rivals GPT-4; crypto, Kant & conscious molluscs ++ #471

Hi, I’m Azeem Azhar. In this week’s edition, we explore all the layers that make up Tesla’s identity. And in the rest of today’s issue: Need to know: Research breakthrough Biotech company Profluent has achieved the first successful precision editing of the human genome using a programmable gene editor designed with large language models.
Azeem Azhar and Nathan Warren ∙ 38 LIKES
steven monahan
Your concise comment hit home. "Linear thinking no longer applies in a world that is changing at an exponential rate. Since 2015, I have been researching, interpreting and discussing how emerging technologies will dramatically change every aspect of our lives.
Your insight is spot on. I had a left brain stroke while producing one of my TEDx Talks event. It immediately took my two left brains off line impacting my linear, logical, sequential thinking. My right non-Linear as I see them"Nous" brains have offset my damaged two left brains, and are wide open online and generating an infinity of ideas faster than I can apply them.
praxis22
Cheers for the Deep Mind doc, shall read

The Big Disconnect

#251 Charting the growing disconnect between Google and SEOs
A warm welcome to 57 new Growth Memo readers who joined us since last week! Join the ranks of Amazon, Microsoft, Google and 12,600 other Growth Memo readers:
Kevin Indig ∙ 11 LIKES
Philipp Götza
I loved this Memo. In comparison to a lot of articles I read, you are one of few that tries to see all sides. At the beginning of the year I wrote about Google being under pressure in a lot of areas and talked about a narrative.
This narrative is not something anymore Google had to prevent, but is now facing.
When you said "we love to complain and still use products" I had to think of all the subreddits for multiplayer video games and wrestling. Everyone complains, yet still is a super heavy user and constantly buying into the product.
What I liked the most: Not shying away from signaling that you/we could all be wrong.
Do you have an opinion on the affiliates being demoted that seem to put in great work from the outside? There were a few examples I found surprising, but I didn't dig deep into the data or analyzed if they over-optimized. All I know is for a lot of queries in the US Google currently prefers the worse result. Worse = the content is objectively worse.
But, like you are alluding to, maybe it's actually what real people find the most helpful.
Sean Chaudhary
Thanks for sharing timely and valuable info per usual 🫡

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 ∙ 2 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.

Salaries At Amazon Aren't What They Used to Be. Will Its Top Employees Stick Around?

At Amazon, money is a stand-in for employee appreciation. What happens when there’s less of it?
Today at Big Technology, we’re continuing our series where Amazon veteran Kristi Coulterexamines the company’s strategy and trajectory after working there for twelve years. This week, Coulter looks looks at the company’s stock-heavy pay strategy, and how it might influence its ability to retain top talent.
Kristi Coulter ∙ 39 LIKES

Rabbit R1 review: don't buy this AI device

We'll show you examples of where the Rabbit R1 AI device doesn't work as advertised, even after two updates last week. Our analysis remains unchanged.
Update: May 6, 2024 Good news: I’ve updated my Rabbit R1 review to note that the $199 AI device has longer battery life after two post-launch software updates. Bad news: neither update added the missin…
Matt Swider ∙ 14 LIKES