Saw this on LinkedIn today. Not sure if I agree with Michael Jordan part. Yes, the company is doing good work in AI, but I don’t think it has changed anything significantly. I feel one day Google Bard will be good enough to surpass OpenAI. MS office, Outlook and teams were useful even without AI. I don’t think adding AI has redefined my work or anything like that.
Google bard is shit, Google can't deliver anything. It will die in that way. It's not about re defining work immediately but about operationalizing things and iteration. It's extremely difficult to catch up if anyone has a critical mass and is iterating. And he is absolutely a beast CEO, he has turned around a company which was written off as dinosaur in front of Google, Meta etc. and is now making them look like dinosaurs.
🤡
Not all all. MSFT still has the samel playbook, punitive licensing, M&A, then cross sell, but the core is still windows server, sql server and 0365. My guess is MSFT gets hit with anti trust pretty soon. Satya just happened to copy cat into the cloud and it unlocked a ton of growth. But based on azures server footprint, azure did not do as well as they should have. Even though they restricted byol to AWS.
I sense jealousy
While Apple eats 🍿
While 👱♂️ Cook Apple
Microsoft got the best AI, and it's still overrated. It's still improving of course, but how far will it go?
It is not about AI. It is about how to use it in products. Future will tell
This is the key. Maft just has too many surfaces to use it across enterprise cloud and consumer
I like apple meta stance in general here. Just let others test initial waters. Everyone has the tech, but better to let others uncover the unknown pitfalls. Google doesn't have a choice here and will have to play along, given its AI first stance. MSFT has nothing to lose and throwing in the kitchen sink, all its got. Everyones playing exactly what they got to do. Good for tech in general, cloud was probably the most boring but money generating phase. AI will probably be opposite for a while, exciting but money burning.. my opinion is if a company can, better to wait before entering the game till the product can be impeccable like the iphone 🙂
Who fucking cares if they still pay shit
Don’t forget one thing - compute. There are only 4 companies in the entire world capable of such compute - Microsoft, Google, Amazon, Apple Everyone else will not be able to compete at a base platform level, even Meta. No matter how good the tech is - the compute will be the most important determination of future success for next 4-5 years unless we get to quantum computing. Even then the four players will dominate.
This guy gets it. This is where innovation and investments are being made. I think this is where MSFT lags as they don't build their own silicon, I wonder if that's their next acquisition
They don't need to when they have nvidia and amd as partners
Meh google will surpass Microsoft—it’s done it before (Chrome + Gmail (customer facing)). It’ll do it again lol the user interface and experience is better for B2C facing use cases. And has been sitting on so much data. Google has always been a sexier Microsoft imo. Just not as sexy as Apple.
Have you used bard? It's pretty bad. The myth that google is a leader in AI has been confirmed. They are in fact a laggard
If you read my post I never cite Google as a leader in anything tbh. I legit called it a “sexier Microsoft” Leader ? Who cares ? They have brand recognition and 20+ years of dominating the internet on their side lol I also have used Bard and it’s cute and has personality unlike chatgpt and most Microsoft products vs Google. B2C cares about cuteness and vibes B2B which Microsoft will always dominate will be fine Next!
World Conflicts
12h
457
Is "From the River to the Sea" So Wrong?
India
15h
591
'Hindutva': The Radical Hindu Ideology That Seeks to 'Push Christianity Out of India’
World Conflicts
12h
384
Why I Find Free Palestine Inspiring
World Conflicts
13h
516
Israeli precision-guided munition likely killed group of children playing foosball in Gaza, weapons experts say
Personal Finance
8h
966
Thank you AAPL and NVDA
The only accurate statement is that Microsoft bought GPT
You mean everything else in above picture is made up and not true?
Yes. GPT is overrated. Bing DAU is probably a temporary spike. Bing is still shit compared to Google Search. Most people who have Copilot turn it off because it gets annoying. This is like blockchain, crypto, nft all over again except it's hard to discern fact from fiction because a lot of big names like Bill Gates have put their opinions into the fray. Notice the ones who are silent instead of the ones who are talking. Read between the lines for those who are talking. The predictions of uncontrollable growth, singularity, societal transformation etc are science fiction.