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Episode 14 - End of Microsoft PC, beginning of Microsoft CP (Co-Pilot) Era
(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:
- Quora
- Notion
- Snap
Send questions/comments to [email protected] and find us on the web at www.stepfunction.org
View all episodes
By Jeff Hwang and Seymour Duncker(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:
- Quora
- Notion
- Snap
Send questions/comments to [email protected] and find us on the web at www.stepfunction.org