AI Innovation: Do Just Big Dogs Get the Fat, Farmed Salmon?
March 20, 2024
This essay is the work of a dumb dinobaby. No smart software required.
Let’s talk about statements like “AI will be open source” and “AI has spawned hundreds, if not thousands, of companies.” Those are assertions which seem to be slightly different from what’s unfolding at some of the largest technology outfits in the world. The circling and sniffing allegedly underway between the Apple and the Google pack is interesting. Apple and Google have a relationship, probably one that will need marriage counselor, but it is a relationship.
The wizard scientists have created an interesting digital construct. Thanks, MSFT Copilot. How are you coming along with your Windows 11 updates and Azure security today? Oh, that’s too bad.
The news, however, is that Microsoft is demonstrating that it wants to eat the fattest salmon in the AI stream. Microsoft has a deal of some type with OpenAI, operating under the steady hand of Sam AI-Man. Plus the Softies have cozied up to the French outfit Mistral. Today at 530 am US Eastern I learned that Microsoft has embraced an outstanding thinker, sensitive manager, and pretty much the entire Inflection AI outfit.
The number of stories about this move reflect the interest in smart software and what may be one of world’s purveyor of software which attracts bad actors from around the world. Thinking about breaches in the new Microsoft world is not a topic in the write ups about this deal. Why? I think the management move has captured attention because it is surprising, disruptive, and big in terms of money and implications.
“Microsoft Hires DeepMind Co-Founder Suleyman to Run Consumer AI” states:
DeepMind workers complained about his [former Googler Mustafa Suleyman and subsequent Inflection.ai senior manager] management style, the Financial Times reported. Addressing the complaints at the time, Suleyman said: “I really screwed up. I was very demanding and pretty relentless.” He added that he set “pretty unreasonable expectations” that led to “a very rough environment for some people. I remain very sorry about the impact that caused people and the hurt that people felt there.” Suleyman was placed on leave in 2019 and months later moved to Google, where he led AI product management until exiting in 2022.
Okay, a sensitive manager learns from his mistakes joins Microsoft.
And Microsoft demonstrates that the AI opportunity is wide open. “Why Microsoft’s Surprise Deal with $4 Billion Startup Inflection Is the Most Important Non-Acquisition in AI” states:
Even since OpenAI launched ChatGPT in November 2022, the tech world has been experiencing a collective mania for AI chatbots, pouring billions of dollars into all manner of bots with friendly names (there’s Claude, Rufus, Poe, and Grok — there’s event a chatbot name generator). In January, OpenAI launched a GPT store that’s chock full of bots. But how much differentiation and value can these bots really provide? The general concept of chatbots and copilots is probably not going away, but the demise of Pi may signal that reality is crashing into the exuberant enthusiasm that gave birth to a countless chatbots.
Several questions will be answered in the weeks ahead:
- What will regulators in the EU and US do about the deal when its moving parts become known?
- How will the kumbaya evolve when Microsoft senior managers, its AI partners, and reassigned Microsoft employees have their first all-hands Teams or off-site meeting?
- Does Microsoft senior management have the capability of addressing the attack surface of the new technologies and the existing Microsoft software?
- What happens to the AI ecosystem which depends on open source software related to AI if Microsoft shifts into “commercial proprietary” to hit revenue targets?
- With multiple AI systems, how are Microsoft Certified Professional agents going to [a] figure out what broke and [b] how to fix it?
- With AI the apparent “next big thing,” how will adversaries like nations not pals with the US respond?
Net net: How unstable is the AI ecosystem? Let’s ask IBM Watson because its output is going to be as useful as any other in my opinion. My hunch is that the big dogs will eat the fat, farmed salmon. Who will pull that lucious fish from the big dog’s maw? Not me.
Stephen E Arnold, March 20, 2024
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