The Wiz: Google Gears Up for Enterprise Security
July 15, 2024
This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.
Anyone remember this verse from “Ease on Down the Road,” from The Wiz, the hit musical from the 1970s? Here’s the passage:
‘Cause there may be times
When you think you lost your mind
And the steps you’re takin’
Leave you three, four steps behind
But the road you’re walking
Might be long sometimes
You just keep on trukin’
And you’ll just be fine, yeah
Why am I playing catchy tunes in my head on Monday, July 15, 2024? I just read “Google Near $23 Billion Deal for Cybersecurity Startup Wiz.” For years, I have been relating Israeli-developed cyber security technology to law enforcement and intelligence professionals. I try in each lecture to profile a firm, typically based in Tel Aviv or environs and staffed with former military professionals. I try to relate the functionality of the system to the particular case or matter I am discussing in my lecture.
The happy band is easin’ down the road. The Googlers have something new to sell. Does it work? Sure, get down. Boogie. Thanks, MSFT Copilot. Has your security created an opportunity for Google marketers?
That stopped in October 2023. A former Israeli intelligence officer told me, “The massacre was Israel’s 9/11. There was an intelligence failure.” I backed away form the Israeli security, cyber crime, and intelware systems. They did not work. If we flash forward to July 15, 2024, the marketing is back. The well-known NSO Group is hawking its technology at high-profile LE and intel conferences. Enhancements to existing systems arrive in the form of email newsletters at the pace of the pre-October 2023 missives.
However, I am maintaining a neutral and skeptical stance. There is the October 2023 event, the subsequent war, and the increasing agitation about tactics, weapons systems in use, and efficacy of digital safeguards.
Google does not share my concerns. That’s why the company is Google, and I am a dinobaby tracking cyber security from my small office in rural Kentucky. Google makes news. I make nothing as a marginalized dinobaby.
The Wiz tells the story of a young girl who wants to get her dog back after a storm carries the creature away. The young girl offs the evil witch and seeks the help of a comedian from Peoria, Illinois, to get back to her real life. The Wiz has a happy ending, and the quoted verse makes the point that the young girl, like the Google, has to keep taking steps even though the Information Highway may be long.
That’s what Google is doing. The company is buying security (which I want to point out is cut from the same cloth as the systems which failed to notice the October 2023 run up). Google has Mandiant. Google offers a free Dark Web scanning service. Now Google has Wiz.
What’s Wiz do? Like other Israeli security companies, it does the sort of thing intended to prevent events like October 2023’s attack. And like other aggressively marketed Israeli cyber technology companies’ capabilities, one has to ask, “Will Wiz work in an emerging and fluid threat environment?” This is an important question because of the failure of the in situ Israeli cyber security systems, disabled watch stations, and general blindness to social media signals about the October 2023 incident.
If one zips through the Wiz’s Web site, one can craft a description of what the firm purports to do; for example:
Wiz is a cloud security firm embodying capabilities associated with the Israeli military technology. The idea is to create a one-stop shop to secure cloud assets. The idea is to identify and mitigate risks. The system incorporates automated functions and graphic outputs. The company asserts that it can secure models used for smart software and enforce security policies automatically.
Does it work? I will leave that up to you and the bad actors who find novel methods to work around big, modern, automated security systems. Did you know that human error and old-fashioned methods like emails with links that deliver stealers work?
Can Google make the Mandiant Wiz combination work magic? Is Googzilla a modern day Wiz able to transport the little girl back to real life?
Google has paid a rumored $20 billion plus to deliver this reality.
I maintain my neutral and skeptical stance. I keep thinking about October 2023, the aftermath of a massive security failure, and the over-the-top presentations by Israeli cyber security vendors. If the stuff worked, why did October 2023 happen? Like most modern cyber security solutions, marketing to the people who desperately want a silver bullet or digital stake to pound through the heart of cyber risk produces sales.
I am not sure that sales, marketing, and assertions about automation work in what is an inherently insecure, fast-changing, and globally vulnerable environment.
But Google will keep on trukin’’ because Microsoft has created a heck of a marketing opportunity for the Google.
Stephen E Arnold, July 15, 2024
NSO Group Determines Public Officials Are Legitimate Targets
July 12, 2024
Well, that is a point worth making if one is the poster child of the specialized software industry.
NSO Group, makers of the infamous Pegasus spyware, makes a bold claim in a recent court filing: “Government and Military Officials Fair Targets of Pegasus Spyware in All Cases, NSO Group Argues,” reports cybersecurity news site The Record. The case at hand is Pegasus’ alleged exploitation of a WhatsApp vulnerability back in 2019. Reporter Suzanne Smalley cites former United Nations official David Kaye, who oversaw the right to free expression at that time. Smalley writes:
“Friday’s filing seems to suggest a broader purpose for Pegasus, Kaye said, pointing to NSO’s explanation that the technology can be used on ‘persons who, by virtue of their positions in government or military organizations, are the subject of legitimate intelligence investigations.’ ‘This appears to be a much more extensive claim than made in 2019, since it suggests that certain persons are legitimate targets of Pegasus without a link to the purpose for the spyware’s use,’ said Kaye, who was the U.N.’s special rapporteur on freedom of opinion and expression from 2014 to 2020. … The Israeli company’s statement comes as digital forensic researchers are increasingly finding Pegasus infections on phones belonging to activists, opposition politicians and journalists in a host of countries worldwide. NSO Group says it only sells Pegasus to governments, but the frequent and years-long discoveries of the surveillance technology on civil society phones have sparked a public uproar and led the U.S. government to crack down on the company and commercial spyware manufacturers in general.”
See the article for several examples of suspected targets around the world. We understand both the outrage and the crack down. However, publicly arguing about the targets of spyware may have unintended consequences. Now everyone knows about mobile phone data exfiltration and how that information can be used to great effect.
As for the WhatsApp court case, it is proceeding at the sluggish speed of justice. In March 2024, a California federal judge ordered NSO Group to turn over its secret spyware code. What will be the verdict? When will it be handed down? And what about the firm’s senior managers?
Cynthia Murrell, July 12, 2024
Common Sense from an AI-Centric Outfit: How Refreshing
July 11, 2024
This essay is the work of a dumb dinobaby. No smart software required.
In the wild and wonderful world of smart software, common sense is often tucked beneath a stack of PowerPoint decks and vaporized in jargon-spouting experts in artificial intelligence. I want to highlight “Interview: Nvidia on AI Workloads and Their Impacts on Data Storage.” An Nvidia poohbah named Charlie Boyle output some information that is often ignored by quite a few of those riding the AI pony to the pot of gold at the end of the AI rainbow.
The King Arthur of senior executives is confident that in his domain he is the master of his information. By the way, this person has an MBA, a law degree, and a CPA certification. His name is Sir Walter Mitty of Dorksford, near Swindon. Thanks, MSFT Copilot. Good enough.
Here’s the pivotal statement in the interview:
… a big part of AI for enterprise is understanding the data you have.
Yes, the dwellers in carpetland typically operate with some King Arthur type myths galloping around the castle walls; specifically:
Myth 1: We have excellent data
Myth 2: We have a great deal of data and more arriving every minute our systems are online
Myth 3: Out data are available and in just a few formats. Processing the information is going to be pretty easy.
Myth 4: Out IT team can handle most of the data work. We may not need any outside assistance for our AI project.
Will companies map these myths to their reality? Nope.
The Nvidia expert points out:
…there’s a ton of ready-made AI applications that you just need to add your data to.
“Ready made”: Just like a Betty Crocker cake mix my grandmother thought tasted fake, not as good as home made. Granny’s comment could be applied to some of the AI tests my team have tracked; for example, the Big Apple’s chatbot outputting comments which violated city laws or the exciting McDonald’s smart ordering system. Sure, I like bacon on my on-again, off-again soft serve frozen dessert. Doesn’t everyone?
The Nvidia experts offers this comment about storage:
If it’s a large model you’re training from scratch you need very fast storage because a lot of the way AI training works is they all hit the same file at the same time because everything’s done in parallel. That requires very fast storage, very fast retrieval.
Is that a problem? Nope. Just crank up the cloud options. No big deal, except it is. There are costs and time to consider. But otherwise this is no big deal.
The article contains one gems and wanders into marketing “don’t worry” territory.
From my point of view, the data issue is the big deal. Bad, stale, incomplete, and information in odd ball formats — these exist in organizations now. The mass of data may have 40 percent or more which has never been accessed. Other data are back ups which contain versions of files with errors, copyright protected data, and Boy Scout trip plans. (Yep, non work information on “work” systems.)
Net net: The data issue is an important one to consider before getting into the let’s deploy a customer support smart chatbot. Will carpetland dwellers focus on the first step? Not too often. That’s why some AI projects get lost or just succumb to rising, uncontrollable costs. Moving data? No problem. Bad data? No problem. Useful AI system? Hmmm. How much does storage cost anyway? Oh, not much.
Stephen E Arnold, July 11, 2024
The AI Revealed: Look Inside That Kimono and Behind It. Eeew!
July 9, 2024
This essay is the work of a dumb dinobaby. No smart software required.
The Guardian article “AI scientist Ray Kurzweil: ‘We Are Going to Expand Intelligence a Millionfold by 2045’” is quite interesting for what it does not do: Flip the projection output by a Googler hired by Larry Page himself in 2012.
Putting toothpaste back in a tube is easier than dealing with the uneven consequences of new technology. What if rosy descriptions of the future are just marketing and making darned sure the top one percent remain in the top one percent? Thanks Chat GPT4o. Good enough illustration.
First, a bit of math. Humans have been doing big tech for centuries. And where are we? We are post-Covid. We have homelessness. We have numerous armed conflicts. We have income inequality in the US and a few other countries I have visited. We have a handful of big tech companies in the AI game which want to be God to use Mark Zuckerberg’s quaint observation. We have processed food. We have TikTok. We have systems which delight and entertain each day because of bad actors’ malware, wild and crazy education, and hybrid work with the fascinating phenomenon of coffee badging; that is, going to the office, getting a coffee, and then heading to the gym.
Second, the distance in earth years between 2024 and 2045 is 21 years. In the humanoid world, a 20 year old today will be 41 when the prediction arrives. Is that a long time? Not for me. I am 80, and I hope I am out of here by then.
Third, let’s look at the assertions in the write up.
One of the notable statements in my opinion is this one:
I’m really the only person that predicted the tremendous AI interest that we’re seeing today. In 1999 people thought that would take a century or more. I said 30 years and look what we have.
I like the quality of modesty and humblebrag. Googlers excel at both.
Another statement I circled is:
The Singularity, which is a metaphor borrowed from physics, will occur when we merge our brain with the cloud. We’re going to be a combination of our natural intelligence and our cybernetic intelligence and it’s all going to be rolled into one.
I like the idea that the energy consumption required to deliver this merging will be cheap and plentiful. Googlers do not worry about a power failure, the collapse of a dam due to the ministrations of the US Army Corps of Engineers and time, or dealing with the environmental consequences of producing and moving energy from Point A to Point B. If Google doesn’t worry, I don’t.
Here’s a quote from the article allegedly made by Mr. Singularity aka Ray Kurzweil:
I’ve been involved with trying to find the best way to move forward and I helped to develop the Asilomar AI Principles [a 2017 non-legally binding set of guidelines for responsible AI development]. We do have to be aware of the potential here and monitor what AI is doing.
I wonder if the Asilomar AI Principles are embedded in Google’s system recommending that one way to limit cheese on a pizza from sliding from the pizza to an undesirable location embraces these principles? Is the dispute between the “go fast” AI crowd and the “go slow” group not aware of the Asilomar AI Principles. If they are, perhaps the Principles are balderdash? Just asking, of course.
Okay, I think these points are sufficient for going back to my statements about processed food, wars, big companies in the AI game wanting to be “god” et al.
The trajectory of technology in the computer age has been a mixed bag of benefits and liabilities. In the next 21 years, will this report card with some As, some Bs, lots of Cs, some Ds, and the inevitable Fs be different? My view is that the winners with human expertise and the know how to make money will benefit. I think that the other humanoids may be in for a world of hurt. That’s the homelessness stuff, the being dumb when it comes to doing things like reading, writing, and arithmetic, and consuming chemicals or other “stuff” that parks the brain will persist.
The future of hooking the human to the cloud is perfect for some. Others may not have the resources to connect, a bit like farmers in North Dakota with no affordable or reliable Internet access. (Maybe Starlink-type services will rescue those with cash?)
Several observations are warranted:
- Technological “progress” has been and will continue to be a mixed bag. Sorry, Mr. Singularity. The top one percent surf on change. The other 99 percent are not slam dunk winners.
- The infrastructure issue is simply ignored, which is convenient. I mean if a person grew up with house servants, it is difficult to imagine not having people do what you tell them to do. (Could people without access find delight in becoming house servants to the one percent who thrive in 2045?)
- The extreme contention created by the deconstruction of shared values, norms, and conventions for social behavior is something that cannot be reconstructed with a cloud and human mind meld. Once toothpaste is out of the tube, one has a mess. One does not put the paste back in the tube. One blasts it away with a zap of Goo Gone. I wonder if that’s another omitted consequence of this super duper intelligence behavior: Get rid of those who don’t get with the program?
Net net: Googlers are a bit predictable when they predict the future. Oh, where’s the reference to online advertising?
Stephen E Arnold, July 9, 2024
Googzilla, Man Up, Please
July 8, 2024
This essay is the work of a dumb dinobaby. No smart software required.
I read a couple of “real” news stories about Google and its green earth / save the whales policies in the age of smart software. The first write up is okay and not to exciting for a critical thinker wearing dinoskin. “The Morning After: Google’s Greenhouse Gas Emissions Climbed Nearly 50 Percent in Five Years Due to AI” states what seems to be a PR-massaged write up. Consider this passage:
According to the report, Google said it expects its total greenhouse gas emissions to rise “before dropping toward our absolute emissions reduction target,” without explaining what would cause this drop.
Yep, no explanation. A PR win.
The BBC published “AI Drives 48% Increase in Google Emissions.” That write up states:
Google says about two thirds of its energy is derived from carbon-free sources.
Thanks, MSFT Copilot. Good enough.
Neither these two articles nor the others I scanned focused on one key fact about Google’s saying green and driving snail darters to their fate. Google’s leadership team did not plan its energy strategy. In fact, my hunch is that no one paid any attention to how much energy Google’s AI activities were sucking down. Once the company shifted into Code Red or whatever consulting term craziness it used to label its frenetic response to the Microsoft OpenAI tie up, absolutely zero attention was directed toward the few big eyed tunas which might be taking their last dip.
Several observations:
- PR speak and green talk are like many assurances emitted by the Google. Talk is not action.
- The management processes at Google are disconnected from what happens when the wonky Code Red light flashes and the siren howls at midnight. Shouldn’t management be connected when the Tapanuli Orangutang could soon be facing the Big Ape in the sky?
- The AI energy consumption is not a result of AI. The energy consumption is a result of Googlers who do what’s necessary to respond to smart software. Step on the gas. Yeah, go fast. Endanger the Amur leopard.
Net net: Hey, Google, stand up and say, “My leadership team is responsible for the energy we consume.” Don’t blame your up-in-flames “green” initiative on software you invented. How about less PR and more focus on engineering more efficient data center and cloud operations? I know PR talk is easier, but buckle up, butter cup.
Stephen E Arnold, July 8, 2024
Happy Fourth of July Says Microsoft to Some Employees
July 8, 2024
This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.
I read “Microsoft Lays Off Employees in New Round of Cuts.” The write up reports:
Microsoft conducted another round of layoffs this week in the latest workforce reduction implemented by the Redmond tech giant this year… Posts on LinkedIn from impacted employees show the cuts affecting employees in product and program management roles.
I wonder if some of those Softies were working on security (the new Job One at Microsoft) or the brilliantly conceived and orchestrated Recall “solution.”
The write up explains or articulates an apologia too:
The cutbacks come as Microsoft tries to maintain its profit margins amid heavier capital spending, which is designed to provide the cloud infrastructure needed to train and deploy the models that power AI applications.
Several observations:
- A sure-fire way to solve personnel and some types of financial issues is identifying employees, whipping up some criteria-based dot points, and telling the folks, “Good news. You can find your future elsewhere.”
- Dumping people calls attention to management’s failure to keep staff and tasks aligned. Based on security and reliability issues Microsoft evidences, the company is too large to know what color sock is on each foot.
- Microsoft faces a challenge, and it is not AI. With more functions working in a browser, perhaps fed up individuals and organizations will re-visit Linux as an alternative to Microsoft’s products and services?
Net net: Maybe firing the security professionals and those responsible for updates which kill Windows machines is a great idea?
Stephen E Arnold, July 8, 2024
Scale Is All You Need for Superintelligence: Interesting Assertion
July 2, 2024
This essay is the work of a dumb dinobaby. No smart software required. This blog post includes information from Claude 3.5 Sonnet. The information from smart software is in blue.
At this time, smart software boils down to the “transformer.” I navigated to Claude 3.5 Sonnet and asked the smart software to explain “transformer.” Here’s what the system generated:
The Google Transformer innovation, introduced in 2017, revolutionized natural language processing by introducing a novel architecture that relies entirely on attention mechanisms. This approach allows the model to process input sequences in parallel, rather than sequentially, leading to significant improvements in translation quality and training efficiency. The Transformer’s key features include self-attention, which enables it to capture relationships between words regardless of their position in a sentence, and positional encoding, which helps the model understand word order without relying on recurrent neural networks
I then asked, “Are there other ways to achieve smart software or AI information functions? Claud 3.5 Sonnet spit out this list:
- Machine Learning Algorithms
- Expert Systems
- Neural Networks.
Options are good. But the buzz focuses on transformers, a Google “invention” allegedly a decade old (but some suggest its roots reach back into the mists of time). But let’s stick with the Google and a decade.
The future is on the horizon. Thanks, MSFT Copilot. Good enough and you spelled “future” correctly.
“Etched Is Making the Biggest Bet in AI” That’s is an interesting statement. The company states what its chip is not:
By burning the transformer architecture into our chip, we can’t run most traditional AI models: the DLRMs powering Instagram ads, protein-folding models like AlphaFold 2, or older image models like Stable Diffusion 2. We can’t run CNNs, RNNs, or LSTMs either. But for transformers, Sohu is the fastest chip of all time.
What does the chip do? The company says:
With over 500,000 tokens per second in Llama 70B throughput, Sohu lets you build products impossible on GPUs. Sohu is an order of magnitude faster and cheaper than even NVIDIA’s next-generation Blackwell (B200) GPUs.
The company again points out the downside of its “bet the farm” approach:
Today, every state-of-the-art AI model is a transformer: ChatGPT, Sora, Gemini, Stable Diffusion 3, and more. If transformers are replaced by SSMs, RWKV, or any new architecture, our chips will be useless.
Yep, useless.
What is Etched’s big concept? The company says:
Scale is all you need for superintelligence.
This means in my dinobaby-impaired understanding that big delivers a really smarter smart software. Skip the power, pipes, and pings. Just scale everything. The company agrees:
By feeding AI models more compute and better data, they get smarter. Scale is the only trick that’s continued to work for decades, and every large AI company (Google, OpenAI / Microsoft, Anthropic / Amazon, etc.) is spending more than $100 billion over the next few years to keep scaling.
Because existing chips are “hitting a wall,” a number of companies are in the smart software chip business. The write up mentions 12 of them, and I am not sure the list is complete.
Etched is different. The company asserts:
No one has ever built an algorithm-specific AI chip (ASIC). Chip projects cost $50-100M and take years to bring to production. When we started, there was no market.
The company walks through the problems of existing chips and delivers it knock out punch:
But since Sohu only runs transformers, we only need to write software for transformers!
Reduced coding and an optimized chip: Superintelligence is in sight. Does the company want you to write a check? Nope. Here’s the wrap up for the essay:
What happens when real-time video, calls, agents, and search finally just work? Soon, you can find out. Please apply for early access to the Sohu Developer Cloud here. And if you’re excited about solving the compute crunch, we’d love to meet you. This is the most important problem of our time. Please apply for one of our open roles here.
What’s the timeline? I don’t know. What’s the cost of an Etched chip? I don’t know. What’s the infrastructure required. I don’t know. But superintelligence is almost here.
Stephen E Arnold, July 2, 2024
Will Google Charge for AI Features? Of Course
July 2, 2024
Will AI spur Google to branch out from its ad-revenue business model? Possibly, Dataconomy concludes in, “AI Is Draining Google’s Money and We May Be Charged for It.” Writer Eray Eliaç?k cites reporting from the Financial Times when stating:
“Google, the search engine used by billions, is considering charging for special features made possible by artificial intelligence (AI). This would be different from its usual practice of offering most of its services for free. Here’s what this could mean: Google might offer some cool AI-driven tools, like a smarter assistant or personalized search options, but only to those who pay for them. The regular Google search would stay free, but these extra features would come with a price tag, such as Gemini, SGE, and Image generation with AI and more.”
Would Google really make more charging for AI than on serving up ads alongside it? Perhaps it will do both?
Eliaç?k reminds us AI is still far from perfect. There are several reasons he does not address:
- Google faces a challenge to maintain its ad monopolies as investigations into its advertising business which has been running without interference for more than two decades
- AI is likely to be a sector with a big dog and a couple of mid sized dogs, and a bunch of French bulldogs (over valued and stubborn). Google wants to be the winner because it invented the transformer and now has to deal with the consequences of that decision. Some of the pretenders are likely to be really big dogs and capable of tearing off Googzilla’s tail
- Cost control is easy to talk about in MBA class and financial columns. In real online life, cost control is a thorny problem. No matter how much the bean counters squeeze, the costs of new gear, innovation, and fixing stuff when it flames out over the weekend blasts many IT budgets into orbit. Yep, even Google’s wizards face this problem.
Net net: Google will have little choice but find a way to monetize clicks, eye balls, customer service, cloud access, storage, and any thing that can be slapped with a price tag. Take that to MBA class.
Cynthia Murrell, July 2, 2024
The Check Is in the Mail and I Will Love You in the Morning. I Promise.
July 1, 2024
This essay is the work of a dumb dinobaby. No smart software required.
Have you heard these phrases in a business context?
- “I’ll get back to you on that”
- “We should catch up sometime”
- “I’ll see what I can do”
- “I’m swamped right now”
- “Let me check my schedule and get back to you”
- “Sounds great, I’ll keep that in mind”
Thanks, MSFT Copilot. Good enough despite the mobile presented as a corded landline connected to a bank note. I understand and I will love you in the morning. No, really.
I read “It’s Safe to Update Your Windows 11 PC Again, Microsoft Reassures Millions after Dropping Software over Bug.” [If the linked article disappears, I would not be surprised.] The write up says:
Due to the severity of the glitch, Microsoft decided to ditch the roll-out of KB5039302 entirely last week. Since then, the Redmond-based company has spent time investigating the cause of the bug and determined that it only impacts those who use virtual machine tools, like CloudPC, DevBox, and Azure Virtual Desktop. Some reports suggest it affects VMware, but this hasn’t been confirmed by Microsoft.
Now the glitch has been remediated. Yes, “I’ll get back to you on that.” Okay, I am back:
…on the first sign that your Windows PC has started — usually a manufacturer’s logo on a blank screen — hold down the power button for 10 seconds to turn-off the device, press and hold the power button to turn on your PC again, and then when Windows restarts for a second time hold down the power button for 10 seconds to turn off your device again. Power-cycling twice back-to-back should means that you’re launched into Automatic Repair mode on the third reboot. Then select Advanced options to enter winRE. Microsoft has in-depth instructions on how to best handle this damaging bug on its forum.
No problem, grandma.
I read this reassurance the simple steps needed to get the old Windows 11 gizmo working again. Then I noted this article in my newsfeed this morning (July 1, 2024): “Microsoft Notifies More Customers Their Emails Were Accessed by Russian Hackers.” This write up reports as actual factual this Microsoft announcement:
Microsoft has told more customers that their emails were compromised during a late 2023 cyberattack carried out by the Russian hacking group Midnight Blizzard.
Yep, Russians… again. The write up explains:
The attack began in late November 2023. Despite the lengthy period the attackers were present in the system, Microsoft initially insisted that that only a “very small percentage” of corporate accounts were compromised. However, the attackers managed to steal emails and attached documents during the incident.
I can hear in the back of my mind this statement: “I’ll see what I can do.” Okay, thanks.
This somewhat interesting revelation about an event chugging along unfixed since late 2023 has annoyed some other people, not your favorite dinobaby. The article concluded with this passage:
In April [2023], a highly critical report [pdf] by the US Cyber Safety Review Board slammed the company’s response to a separate 2023 incident where Chinese hackers accessed emails of high-profile US government officials. The report criticized Microsoft’s “cascade of security failures” and a culture that downplayed security investments in favor of new products. “Microsoft had not sufficiently prioritized rearchitecting its legacy infrastructure to address the current threat landscape,” the report said. The urgency of the situation prompted US federal agencies to take action in April [2023]. An emergency directive was issued by the US Cybersecurity and Infrastructure Security Agency (CISA), mandating government agencies to analyze emails, reset compromised credentials, and tighten security measures for Microsoft cloud accounts, fearing potential access to sensitive communications by Midnight Blizzard hackers. CISA even said the Microsoft hack posed a “grave and unacceptable risk” to government agencies.
“Sounds great, I’ll keep that in mind.”
Stephen E Arnold, July 1, 2024
Can the Bezos Bulldozer Crush Temu, Shein, Regulators, and AI?
June 27, 2024
This essay is the work of a dumb dinobaby. No smart software required.
The question, to be fair, should be, “Can the Bezos-less bulldozer crush Temu, Shein, Regulators, Subscriptions to Alexa, and AI?” The article, which appeared in the “real” news online service Venture Beat, presents an argument suggesting that the answer is, “Yes! Absolutely.”
Thanks MSFT Copilot. Good bulldozer.
The write up “AWS AI Takeover: 5 Cloud-Winning Plays They’re [sic] Using to Dominate the Market” depends upon an Amazon Big Dog named Matt Wood, VP of AI products at AWS. The article strikes me as something drafted by a small group at Amazon and then polished to PR perfection. The reasons the bulldozer will crush Google, Microsoft, Hewlett Packard’s on-premises play, and the keep-on-searching IBM Watson, among others, are:
- Covering the numbers or logo of the AI companies in the “game”; for example, Anthropic, AI21 Labs, and other whale players
- Hitting up its partners, customers, and friends to get support for the Amazon AI wonderfulness
- Engineering AI to be itty bitty pieces one can use to build a giant AI solution capable of dominating D&B industry sectors like banking, energy, commodities, and any other multi-billion sector one cares to name
- Skipping the Google folly of dealing with consumers. Amazon wants the really big contracts with really big companies, government agencies, and non-governmental organizations.
- Amazon is just better at security. Those leaky S3 buckets are not Amazon’s problem. The customers failed to use Amazon’s stellar security tools.
Did these five points convince you?
If you did not embrace the spirit of the bulldozer, the Venture Beat article states:
Make no mistake, fellow nerds. AWS is playing a long game here. They’re not interested in winning the next AI benchmark or topping the leaderboard in the latest Kaggle competition. They’re building the platform that will power the AI applications of tomorrow, and they plan to power all of them. AWS isn’t just building the infrastructure, they’re becoming the operating system for AI itself.
Convinced yet? Well, okay. I am not on the bulldozer yet. I do hear its engine roaring and I smell the no-longer-green emissions from the bulldozer’s data centers. Also, I am not sure the Google, IBM, and Microsoft are ready to roll over and let the bulldozer crush them into the former rain forest’s red soil. I recall researching Sagemaker which had some AI-type jargon applied to that “smart” service. Ah, you don’t know Sagemaker? Yeah. Too bad.
The rather positive leaning Amazon write up points out that as nifty as those five points about Amazon’s supremacy in the AI jungle, the company has vision. Okay, it is not the customer first idea from 1998 or so. But it is interesting. Amazon will have infrastructure. Amazon will provide model access. (I want to ask, “For how long?” but I won’t.), and Amazon will have app development.
The article includes a table providing detail about these three legs of the stool in the bulldozer’s cabin. There is also a run down of Amazon’s recent media and prospect directed announcements. Too bad the article does not include hyperlinks to these documents. Oh, well.
And after about 3,300 words about Amazon, the article includes about 260 words about Microsoft and Google. That’s a good balance. Too bad IBM. You did not make the cut. And HP? Nope. You did not get an “Also participated” certificate.
Net net: Quite a document. And no mention of Sagemaker. The Bezos-less bulldozer just smashes forward. Success is in crushing. Keep at it. And that “they” in the Venture Beat article title: Shouldn’t “they” be an “it”?
Stephen E Arnold, June 27, 2024
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