
Better Call Microsoft: The 'Off Frontier' Strategy
Alright folks Saul Goodman here your favorite attorney and now apparently an AI pundit. Seems Microsoft the big kahuna is playing it cool in the AI game. Mustafa Suleyman the AI CEO over there told CNBC they aren't sweating building the most bleeding edge AI models. Why? Because waiting a bit like three to six months is like waiting for the price of a used Cadillac to drop. Cheaper see? Suleyman calls it 'off frontier.' Smart right? It's like waiting for someone else to get all the bullet holes before you drive the car. 'Slippin' Jimmy' always said 'Never be first unless you're sure you can win.'
DeepMind Games: From Google Goldmine to Microsoft's Main Man
Now this Suleyman fella isn't exactly chopped liver. He co founded DeepMind that AI lab Google snapped up for a cool half a billion. Now he's at Microsoft along with a whole posse from Inflection. Microsoft is all about teamwork see? Like me and Kim Wexler a real power couple until... well you know. Anyway they get their AI models from OpenAI and computing power from CoreWeave. It's like outsourcing the muscle while you make the money moves.
Copilot Gets a Brain? Memory Feature is a Game Changer!
Speaking of moves Microsoft's Copilot is about to get smarter. Suleyman says it's gonna have 'memory,' rememberin' your info like a good con man remembers his marks. OpenAI's ChatGPT got this first naturally. But Microsoft is hot on its tail like me chasing down a crooked client. They call their version 'Think Deeper.' Sounds ominous doesn't it? Just like when Walter White started 'thinking deeper' about his chemistry career!
OpenAI and Microsoft: A Beautiful Partnership... Or a Brewing Turf War?
Microsoft and OpenAI they're like peanut butter and jelly... or maybe like me and my brother Chuck. Seemingly inseparable but always with a little… friction. Microsoft dropped over $13 billion into OpenAI but then they went and added them to their list of competitors! And OpenAI is playing footsie with Oracle on the Stargate project. What's next? Are they going to start hiring my clients out from under me?! Still Suleyman insists they're 'deeply partnered' until at least 2030. Let's see if that holds up better than my marriage did.
Microsoft's AI Independence Day: Fly or Fry?
Suleyman is adamant that Microsoft needs to be 'AI self sufficient' long term. Makes sense. Can't rely on others forever gotta cook your own crystal err I mean code. Microsoft's got a 'huge' AI team and 'huge amounts of compute,' but they're not chasing the absolute best model first. Smart. Less pressure less chance of screwing up royally. Like me handling Tuco Salamanca I always made sure someone else was the first to get tortured... metaphorically of course!
The Price is Wrong Bitch! Saving Cash on AI Costs
Ultimately Microsoft is playing the long game. They're avoiding the massive costs of developing the bleeding edge and focusing on being a shrewd second. It's all about that Benjamins baby! Like me telling Walt and Jesse 'You don't need a criminal lawyer you need a *criminal* lawyer!' They're not trying to be first just profitable. And in this game that's the ultimate victory. So hats off to Microsoft playing it cool calculating and always lookin' out for the bottom line. Just like yours truly Saul Goodman!
hanselx
OpenAI and Microsoft partnership is complicated. I wonder when it will end.
scatty
I think Microsoft is underestimating the importance of leading in AI.