Episode 14 - End of Microsoft PC, beginning of Microsoft CP (Co-Pilot) Era
Manage episode 407381682 series 3560533
(Episode originally recorded September 21, 2023)
Jeff and Seymour discuss the Microsoft September 2023 Surface hardware event which was mostly about AI, Llama-2 and open-source LLMs, and Elad Gil's 4 Waves of AI adoption. Links:
- Round-up of news from Microsoft September 21st event from The Verge.
- Info about Panos Panay's departure from MS and some rumors (paywalled Business Insider article)
- Info about Llama-2 from Meta/Facebook and Microsoft and update from InfoWorld - Sep, 2023.
- Bill Gurley of Benchmark talking about Llama-2 on CNBC.
- Leaked memo from Google (May, 2023) on no strategic moats and Stepfunction Episode 12 where we discussed it.
- Competing machine learning software libraries / frameworks:
- TensorFlow from Google
- PyTorch from Meta/FB
- Comparative popularity of TensorFlow vs. PyTorch as of 2023 per Knowledge Hut analysis (scroll to "Difference Between TensorFlow and PyTorch" section).
- October announcement that Meta is rolling out generative AI tools for advertisers
- Elad Gil's article about 4 waves of AI adoption and some companies in Wave 2 that we mention:
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