Home
>
Topics
>
Microsoft

Top 25 Microsoft Articles on Substack

Latest Microsoft Articles



What I Read This Week…

Alibaba's large language model is ranked as top open-source model, the Supreme Court overturns Chevron doctrine, and China releases video of robot dog armed with assault rifle
Watch All-In E185 Read our Creator Economy Deep Dive Caught My Eye… Alibaba's large language model, Qwen, is currently ranked as the number one open-source model on Hugging Face's LLM Leaderboard, outperforming competitors such as Meta's Llama 3 70B and Mistral AI's Mixtral 8x22B. What is driving Qwen’s performance? Alibaba's Qwen-2-72B-Instruct model demo…
Chamath Palihapitiya ∙ 50 LIKES
Cody Jung
I think the take on "preventing overreach from non elected officials " needs to be finished with "and now allows for over reach by other non elected officials who lack domain expertise"
Sathyan Nair
The robot dog demoed by CCTV can only be fake, because the recoil on the robot dog firing the assault rifle would make it to summersault. If someone is going to design such a concept would hide the gun rather than mount it it such heigh reducing the stability drastically!!!

You say you want a revolution...

On change, art & some genuinely *new* things...
Hi! Ari here, with a new entry of my newsletter for you. We’ve got lots of ‘hard news’ coming: the Supreme Court term ending with a decision on Trump’s coup trial, the first Presidential Debate on Thursday. This piece steps back from the crush of news to look into the future, and really the present…
Ari Melber ∙ 414 LIKES
Truda Stransky
Yes I believe creators should get more credit and revenue for their AI generated work. I have concerns about the abilities of AI leading to a decrease in creative processes and decrease in the thrill of curiosity. It’s a lofty concept to try to figure out how to regulate AI so that its applications don’t diminish people. I can see some real benefits to society but my doubts are with our political leaders to manage this technology. That sounds kind of cynical; maybe this will be their moment of success.
Andrew Rovins
I like the long essays; keep them.

The Sequence Chat: Justin D. Harris - About Building Microsoft Copilot

Quick bio This is your second interview at The Sequence. Please tell us a bit about yourself. Your background, current role and how did you get started in AI? I grew up in the suburbs of Montreal and I have always been passionate about mathematics. I left Montreal to study math and computer science at the University of Waterloo in Canada. I currently li…
Jesus Rodriguez ∙ 9 LIKES

What happened in marketing: Google Ads makeover, AI influencers & Pinterest’s Gen-Z move

This week: Meta’s AI avatars, Pinterest’s Gen-Z loop & Google’s ad love. All 3 are highlights but a lot more on the plate this week. 🧃
H1 will be over in few hours, I hope you have great plans for the next half. I do, the newsletter is about to get better with new interviews and series. Internal News: I’m doing mid-week marketing recaps on Instagram reels, you can follow the newsletter
Jaskaran ∙ 6 LIKES

What I Read This Week…

Nvidia has become the most valuable company in the U.S., Claude 3.5 Sonnet sets new benchmarks in AI capabilities, and Congress passes the ADVANCE Act to boost U.S. nuclear energy development.
Watch All-In E184 with President Trump Read our Creator Economy Deep Dive Caught My Eye… Nvidia's market capitalization recently passed the $3 trillion mark, surpassing Microsoft and Apple as the most valuable company in the United States. Nvidia now also accounts for 34.5% of the S&P 500's growth this year. So what's the problem? Nvidia’s growth is partly…
Chamath Palihapitiya ∙ 70 LIKES
kj
I saw a meme which showed there were two entities holding up the economy. Nvidia and Taylor Swift.
Brian Katz
Thanks for posting these thoughtful articles.
Also, great podcast @ All-In with the former President.
Well done.
As you know, Biden will not accept your invitation.

next play opportunities 7/2

Scale AI founder's new project, Greylock incubation co-founder, support us on Product Hunt
Hi, This is next play’s newsletter, where we share under-the-radar opportunities to help you figure out what’s next in your journey. Next play is live on Product Hunt today. We would really appreciate …
Ben Lang ∙ 10 LIKES

What is Mirroring in Microsoft Fabric and why do I consider it the next big thing?

Mirroring was the missing puzzle in "One Copy for All Data" mantra! Now it's here, and it's amazing what you can do with it in Fabric
A few weeks ago, my good friend, Tom Martens (x), asked me what are my top 5 “not-so-obvious” features in Microsoft Fabric. You know, we are not talking about Direct Lake, Lakehouses, notebooks, etc, although I already covered most of these in my introductory Microsoft Fabric article
Nikola Ilic ∙ 3 LIKES

This is why I am actively buying Qualcomm shares right now!

We believe that investors can expect double-digit returns from current price levels as recent developments add to the company's longer-term prospects.
Investing in individual stocks is challenging and definitely time-consuming. In our opinion, to be successful in stock picking, long-term-oriented investors need to consider every single company they invest in as a company they would like to own entirely. To get to this level, you need to understand the business up to a certain depth and detail. This then gets even more time-consuming, but luckily, we are here to help.
Daan Rijnberk ∙ 19 LIKES
10plus Fund
I valued it with less upside in revenue than you and one model valued at $156 and my other at $248. It is a buy for me too but I would prefer an even lower price 😉
MarketLab
Some great insight!

Making an impact through authenticity and curiosity | Ami Vora (CPO at Faire, ex-WhatsApp, FB, IG)

Brought to you by: • Sidebar—Accelerate your career by surrounding yourself with extraordinary peers. • Anvil—The fastest way to build software for documents. • User Testing—Human understanding. Human experiences. — Ami Vora is the Chief Product Officer of Faire, which connects independent retailers and brands around the world. Before Faire, Ami spent over 15 years at Meta, including as VP of Product and Design for WhatsApp (2B+ users), VP of Product for Facebook’s ads system (now $130B of annual revenue), and director at Instagram. She began her career working on developer tools at Microsoft. In our conversation, we discuss:
Lenny Rachitsky ∙ 51 LIKES
Colin Brown
Thanks Ami and Lenny. It was great of you to follow up that thread from the Boz podcast.
The word I thought would resonate the most for me was "fascinating" but actually it was beaten to the line by "emulator". I took the opportunity to reflect on who I had emulated early in my career, who I emulate now and who "went the distance". Really useful approach. Thank your for sharing.
PS: You nailed the jokes!
Anna Grimes
Accountability is a more valuable virtue to celebrate than authenticity when building community and trust. When we make a mistake, the onus is on us to follow up and improve the conditions of our customers, clients or coworkers to a level greater than before the mistake occurred. Even if we don’t think we’ve made a mistake, that’s the other party's decision. https://www.fortunespath.com/blog/authenticity-and-customer-loyalty

Getting Started in GenAI: A Beginner's Guide

Generative AI and prompting skills are now sought after. But where to begin?
Hello Everyone, There’s so much to learn and I’m a big believer that nobody is an expert in Generative AI although obviously the people most recently educated in ML h…
Michael Spencer and Aishwarya Naresh Reganti ∙ 75 LIKES
Meng Li
It seems the course content is quite comprehensive. Readers interested in generative AI should take a look. Since AI large models are just starting out, learning the methods now can pave the way for creating AI applications or using them in daily work in the future. Both are excellent choices.
Kevin Flynn
I’ve developed a “course” which, without describing it in detail, amounts to what I consider to be an excellent basis for both a US and worldwide political platform. Since it has many spiritual overtones imbedded into it, it also makes for the basis of a very good non-religious religion. And most importantly it makes for a very good basis for an operating system for artificial intelligence so that AI is aligned with that which is in the best long-term interest of the human race as a species.

These 25 rainbow-flag waving companies donated $18 million to anti-gay politicians since the last election

At the pride parade in Washington, D.C., earlier this month, accounting giant Deloitte promoted its support of the LGBTQ community: In June 2023, Deloitte produced a report on "LGBT+ Inclusion @ Work." In a letter accompanying the report, Emma Codd, the company's Global Chief Diversity, Equality and Inclusion Officer, said she hoped it would enable organ…
Judd Legum, Tesnim Zekeria, and Rebecca Crosby ∙ 682 LIKES
Chris R
So do tell, Microsoft, how you're "engaging" with these politicians to change their views or actions against the LGBTQ community? What utter BS.
We need to turn Congress Blue to repeal Citizens United and ban any non individual donations. Companies should not be buying politicians.
Jim McLaughlin
Great work, as always. Are you turning attention to HRC and why they didn't know or act on this information?

Q2 2024 Recap

Well, we just wrapped up another strong quarter. I always love these quarter recaps because it gives me a chance to go over where we’ve come from and what is ahead. These are almost like my version of a shareholder letter. They are a bit long, but I have alot to say. I will have no best idea post this week. It is a short week and volumes will be very lo…
James Bulltard ∙ 63 LIKES
BitcoinTina
Thank you. Try to stay strong for yourself, your dad, and your family.
Prayers for all of you.
Rob
Hey James, Before telling you my performance, I wanted to get to what's most important. You can't put a price tag on family and good health and I'm 100% pulling for you and your family all the way. With that being said, since the start of 2023 when I started focusing on the patented Bulltard strategy (which is ironically also around when the market bottomed lol), I've returned just a hair over a double. Needless to say, I'll take that over an 18-month stretch all day every day. Thanks for continuing to show the art of what's possible, and cheers to hopefully a fine 2nd half!

A Supreme Court Justice Is Why You Can’t Buy a Car Right Now

CDK Global, the software firm underpinning 40% of franchise car dealers, has been down for days. It's an economic termite. And it's reliant on a 2004 Supreme Court decision written by Antonin Scalia.
Today’s piece is about why auto sales in the United States are now on the fritz. Over the past week, key software used by car dealers has been disrupted by hackers. So the $1.2 trillion U.S. auto industry is paralyzed, with thousands of car dealers unable to sell cars and tens of thousands of consumers
Matt Stoller ∙ 292 LIKES
Nicholas Parks
I was a car dealer for 15 years. CDK abuses dealer customers and vendors alike. Universally hated in the industry, but the only competitor is Reynolds and they’re equally bad. Both run on 50-60 year old technology and charge 5X what their services are worth.

The Single-Algorithm AI Chip

Plus a tremendous activity in funding activity in generative AI startups.
Next Week in The Sequence: Edge 409: We dive into long-term memory in autonomous agents. The research section reviews Microsoft LONGMEM reference architecture for long-term memory in LLMs. We also provide an introduction to the super popular Pinecone vector database.
Jesus Rodriguez ∙ 9 LIKES

Doing Stuff with AI: Opinionated Midyear Edition

AI systems have gotten more capable and easier to use
Every six months or so, I write a guide to doing stuff with AI. A lot has changed since the last guide, while a few important things have stayed the same. It is time for an update. This is usually a serious endeavor, but, heeding the advice of Allie Miller
Ethan Mollick ∙ 396 LIKES
Kevin James O’Brien
I appreciate your posts. And look forward to playing with these projects this summer.
This spring I had to pivot as a high school English teacher trying to pitch the value of poetry to students. I was seeing writing with what I suspected had AI help to say the least, so I asked my students to write with integrity as they experimented with ChatGPT and poetry - asking big questions as to role of the poet in an AI world.
They had to credit AI where credit was due - indicating AI writing in bold font - as they wrote poems and reflections on…
Why write poetry?
Does poetry matter?
What’s the point if large language models can generate sonnets and sestinas in seconds?
They read various Ars Poeticas by poets and wrote their own. They researched and presented more than 90 poets and cross checked with ChatGPT. This fact checking is essential as AI churns out words, words, words - some true, yet some false. Discernment is an essential skill. They concluded that writers write with an authentic voice that reflected their lived experience - and context is everything: historical, biographical, political, and social.
Echoing Ross Gay, writing serves as an “evident artifact” to thinking, to struggling,
to investigating, to enduring,
to living - and to inspiring
by sharing with the world.
As educators, we will have to ask big questions as we rethink teaching and learning with this technology.
We must consider our students and their future as they develop their respective relationship with writing and reading.
Right now, more questions than answers.
And as Rilke writes:
“I want to beg you, as much as I can, dear sir, to be patient toward all that is unsolved in your heart and to try to love the questions themselves like locked rooms and like books that are written in a very foreign tongue. Do not now seek the answers, which cannot be given you because you would not be able to live them. And the point is, to live everything. Live the questions now. Perhaps you will then gradually, without noticing it, live along some distant day into the answer.”
“Writing is the evident artifact of some kind of change.” - Ross Gay
From slow stories podcast.
Daniel Nest
I especially love some of the "fun" use cases. A great way to dip your toe into working with AI while having fun in the process.

What happened in marketing: TikTok and Meta's AI fever + YT's Community notes push

This Week: Cannes marked launch of a million updates, retail media to OOH. Meanwhile, we have some crazy stats to worry about this week. 🧃
Cannes is over. If you were there, at least you got some rest. If you weren't, a handful of updates are below. As always, data to help with decision-making is at the end of the newsletter Before you go further, Attention is like money–you can waste it or invest it. If you invest it in my paid newsletter, you'll get dividends for years.
Jaskaran ∙ 6 LIKES

🔮 Ilya’s resurrection; new news; copyright & AI; heat pumps, telepathic tech leaders, Xi's cities & API bills ++ #479

An insider’s guide to AI and exponential technologies
Hi, I’m Azeem Azhar. In this week’s Sunday edition, we explore the changing news landscape, the return of Ilya Sutskever, and “architecture of participation” for AI. Enjoy!
Azeem Azhar and Nathan Warren ∙ 43 LIKES
Gianni Giacomelli
Exponential View is very helpful as a principled content curator, with a level of commentary that is always grounded on reliable data sources. Most journalism is opinion, and analysis but not close to the curation end of the spectrum. Principled curation is a crucial part of a collective-intelligence knowledge ecosystem.
Nick Burnett
For me it's about consuming via trusted sources who are often aggregators of the sheer volume of news. I deliberately stopped consuming the news via traditional means years ago due to the if it bleeds it leads approach.

What Apple's AI Tells Us: Experimental Models⁴

Siri versus the machine god?
I wanted to give some quick thoughts on the Apple AI (sorry, “Apple Intelligence”) release. I haven’t used it myself, and we don’t know everything about their approach, but I think the release highlights something important happening in AI right now: experimentation with four kinds of models - AI models, models of use, business models, and mental models…
Ethan Mollick ∙ 293 LIKES
Chris Barlow
When life gives you llms, make llmonade.
Rob Nelson
What a perfect summary of where we are: "the mere idea of AGI being possible soon bends everything around it." The question is how long will that continue when AGI is always 2-10 years away.
Self-driving cars, human cloning, and MOOCs were hyped, but they never had the initial success and huge investments of LLMs. I don't think there is a useful historical precedent for AGI.

Xbox Series X 120fps games: Halo Infinite, Fortnite and more

Here's every 120fps game on Xbox Series X for those who crave the highest frame rates possible
Looking for the full list of Xbox Series X 120fps games? Microsoft's small but powerful console can play a large number of games at high frame rates and has the most 120fps compatible games by a significant margin.The Shortcut is an ad-free, reader-supported publication. To access exclusive content and our weekly newsletter, please…
Adam Vjestica ∙ 7 LIKES

🎨 Adobe: Expanding Universe

Software has AI tailwinds after all
Welcome to the Friday edition of How They Make Money. Over 120,000 subscribers turn to us for business and investment insights. In case you missed it: 🛡️ Cybersecurity Earnings 📱 Apple: AI for the Rest of Us 🌎 12 Global Titans in 32 Visuals
App Economy Insights ∙ 27 LIKES

June 12, 2024

On June 13, 1942, President Franklin D. Roosevelt issued Executive Order 9182, consolidating a number of different government information offices into the Office of War Information (OWI). The mission of the new agency was to gather public information and to spread it across the U.S. and abroad through the press, radio, motion pictures, and other media. …
Heather Cox Richardson ∙ 2856 LIKES
lin•
"Donald Trump is their [Russian propagandists] favorite weapon against America. Trump is described as a friend and ally, "our Trumpushka" and "Donald Fredovych." Out of office, he is described as Russia's great hope. He is "sorely missed"; Russia is "ready to elect you again". Russia propagandists had no trouble predicting that Trump would try a coup when he lost in 2020, because that is a familiar sort of behavior to them. They rejoiced when he did , because they thought that this could lead to a civil war in the United States. Their coverage of Trump's coup attempt was at first highly positive. When it failed, a very awkward pivot was made to the position that it had all been some sort of provocation by the Democrats.
One of the things that Russian propagandists expect not to be noticed, but which is brought home in the book [Julia Davis's new book on Russian television propagandists, In Their Own Words] , is that they believe that Trump is an idiot. Of course, it's hard to see, from their perspective, how they can believe anything else (except, perhaps, that he is a traitor, as is also sometimes hinted). In their public worldview, destroying the United States is the main aim, and here is an American who follows their talking points."
- Timothy Snyder
TCinLA
In 1917, my 7 year old father had a dog, a Dachshund, for a pet. It was named "Kaiser." That summer, his father told him the dog's name was now "Teddy," and that he must be out in the yard with Teddy when he had to do his business, because being a Dachshund had become dangerous, since "patriots" thought they were supporting the war when they killed "German" dogs.
In 1918, my 4 year old mother, whose family name was Weist, was woken by her parents one morning because the barn of their farm outside Alamosa, Colorado, was on fire - it burned to the ground, killing all their livestock. The arsonist(s) were never found. Ironically, the first "Weist" of the family in America was her grandfather, Dr. Frederick Weist, a professor of humanities at the University of Frankfurt and a member of the Congress of Frankfurt in the 1848 revolution against Prussian rule. He arrived in the United States with a Prussian price on his head for his anti-Prussian activities.
Two of the many reasons I have never liked "narrow-minded Southern bigot" (in the words of those who knew him) Woodrow Fucking Wilson., the greatest hypocrite to ever occupy the White House and the most over-rated president ever. The Unreconstructed Confederate who nationalized Jim Crow.

NVIDIA HAS BECOME THE LARGEST COMPANY IN THE GLOBE

It surpassed Microsoft and Apple market cap for the 1st time in history. Please also find a special 10% discount for an annual subscription.
First of all, I would like to express my profound gratitude to all of you for subscribing to this content. The number of subscriptions and followers is close to 1,000! As a token of appreciation please find a 10% discount for an annual subscription.
Global Markets Investor ∙ 4 LIKES

The Real Test For Consumer’s AI Appetite Is About To Begin.

Apple finally threw its hat in the AI ring with Apple Intelligence. With Apple, Google, Samsung, and Microsoft all releasing their own AI-powered devices, question is: will consumers take the bait?
«The 2-minute version» The world has (im)patiently awaited Apple’s AI plan for over 18 months, and it’s finally here. The result? Investors cheered and Apple shares leapt +10%, adding $250 billion to their market cap, surpassing Microsoft and becoming the largest company in the S&P 500 once again. But will consumer appetite to buy these devices match up …
Uttam Dey and Amrita Roy ∙ 101 LIKES
Dr. Pamela Rutledge
Nice post on Apple and AI. I appreciate the explanation on the misinformation about privacy risk (although recent research suggests that even speculation about potential risk encourages people to believe misinformation.) Still, it's important to keep trying to inject reason and clarity, so thank you. AI adoption is a fascinating race between excitement over innovation to make it actually useful and fear that it will be "too" useful. At least with Apple, the visual design and packaging will be very good.
Diana M. Wilson
Per usual...EXCELLENT. Thank you.

What Would You Do If You Had 8 Years Left to Live?

And Other State of AI Updates | 2024 Q2
This week you’re receiving two free articles. Next week, both articles will be for premium customers only, including why Sam Altman must leave OpenAI. I’ll be in Mykonos this week and Madrid next week. LMK if you’re here and want to hang out.
Tomas Pueyo ∙ 183 LIKES
EB
Your question reminds me of a interesting passage in the book The Maltese Falcon. Sam Spade tells Bridget that he was hired by a woman to find her husband who disappeared. Sam finds him and asks why he left. He tells Sam that one day while walking to work a girder fell from a crane and hit the sidewalk right in front of him. Other than a scratch from a piece of concrete that hit his cheek, he was unscathed. But the shock of the close call made him realize that he could die any moment and he realizef that if that's true, then he wouldn't want to spend his last days going to a boring job and going home every evening to have the same conversation and do the same chores. He tossed all that and started wandering the world, worked on a freight ship, etc. When Sam finds hm however, the man has a new family, lives in a house not far from his other one, and goes to a boring job every day. Bridget is confused and asks why he went back to the same routines. Sam says "when he thought that he could die at any moment he changed his entire life. But even he realized over time that he wasn't about to die, he went back to what he was familiar with." And that's my long winded answer to your question. Until I have solid evidence that AI, an asteroid, or Trump's election are going to end my life, I would continue doing the same. Going by how many stupid mistakes ChatGPT makes, I'm not worried about it destroying humanity.
Ammon Haggerty
I try to keep an open mind to the progress and value of LLMs and GenAI, so I'm actively reading, following, and speaking with "experts" across the AI ideological spectrum. Tomas, I count you as one of those experts, but as of late, you are drifting into the hype/doom side of the spectrum (aka, Leopold Aschenbrenner-ism) — and not sure that's your intention. I recommend reading some Gary Marcus (https://garymarcus.substack.com/) as a counter balance.
You did such a wonderful job taking an unknown existential threat (COVID), grounding it in science and actionable next steps. I'd love to see the same Tomas applying rational, grounded advice to AI hype, fears and uncertainties — it's highly analogous.
Here's my view (take it or leave it). LLMs started as research without a lot of hype. Big breakthrough (GPT 3.5) unlocked a step-change in generative AI capabilities. This brought big money and big valuations. The elephant in the room was that these models were trained on global IP. Addressing data ownership would be an existential threat to the companies raising billions. So they go on the defensive — hyping AGI as an existential threat to humanity and the almost certain exponential growth of these models (https://www.politico.com/news/2023/10/13/open-philanthropy-funding-ai-policy-00121362). This is a red herring to avert regulatory and ethics probes into the AI companies' data practices.
Now the models have largely stalled out because you need exponential data to get linear model growth (https://forum.effectivealtruism.org/posts/wY6aBzcXtSprmDhFN/exponential-ai-takeoff-is-a-myth). The only way to push models forward is to access personal data, which is now the focus on all the foundation models. This has the VCs and big tech that have poured billions into AI freaked out and trying to extend the promise of AGI as long as possible so the bubble won't pop.
My hope is that we can change the narrative to the idea that we've created an incredible new set of smart tools and there's a ton of work to be done to apply this capability to the myriad of applicable problems. This work needs engineers, designers, researchers, storytellers. In addition, we should address the elephant in the room and stop allowing AI companies to steal IP without attribution and compensation — they say it's not possible, but it is (https://www.sureel.ai/). We need to change the narrative to AI as a tool for empowerment rather than replacement.
Most of the lost jobs of the past couple years have not been because of AI replacement, they are because of fear and uncertainty (driven by speculative hype like this), and without clear forecasting, the only option is staff reduction. Let's promote a growth narrative and a vision for healthy adoption of AI capabilities.