Microsoft, Deepseek, and OpenAI: An Interesting Mixture Like RDX?
February 10, 2025
We have smart software, but the dinobaby continues to do what 80 year olds do: Write the old-fashioned human way. We did give up clay tablets for a quill pen. Works okay.
I have successfully installed Deepseek and run some queries. The results seem okay, but most of the large language models we have installed have their strengths and weaknesses. What’s interesting about Deepseek is that it caused a bit of a financial squall when it was publicized during a Chinese dignitary’s visit to Colombia.
A short time after a high flying video card company lost a few bucks, an expert advising the new US administration suggested “there’s substantial evidence that Deepseek used OpenAI’s models to train its own.” This story appeared X.com via Fox. Another report said that Microsoft was investigating Deepseek. When I checked my newsfeed this morning (January 30, 2025), Slashdot pointed me to this story: “Microsoft makes Deepseek’s R1 Model Available on Azure AI and GitHub.”
Did Microsoft do a speedy investigation or is the inclusion of Deepseek in AzureAI and GitHub part of its investigation. Did loading up Deepseek kill everyone’s favorite version of Office on January 29, 2024? Probably not, but there is a lot of action in the AI space at Microsoft Town.
Let’s recap the stuff from the AI chemistry lab. First, we have the fascinating Sam AI-Man. With a deal of note because Oracle is in and Grok is out, OpenAI remains a partner with Microsoft. Second, Microsoft, fresh from bumper revenues, continues to embrace AI and demonstrate that a welcome mat is outside Satya Nadella’s door for AI outfits. Third, who stole what? AI companies have been viewed as information bandits by some outfits. Legal eagles cloud the sunny future of smart software.
What will these chemical elements combine to deliver? Let’s consider a few options.
- Like RDX a go-to compound for some kinetic applications, the elements combust.
- The legal eagles effectively grind innovation to a halt due to restrictions on Nvidia, access to US open source software, and getting in the way of the reinvigoration of the USA.
- Nothing. That’s right. The status quo chugs along with predictable ups and downs but nothing changes.
Net net: This will be an interesting techno-drama to watch in real time. On the other hand, I may wait until the Slice outfit does a documentary about the dust up, partnerships, and failed bro-love affairs.
Stephen E Arnold, February 10, 2025
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