GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More
Reactions to the structure of the rumored Microsoft-OpenAI investment, challenges and opportunities for Google as AI matures, what happens to the internet (and AI) after auto-generated text floods the zone. At the end: text vs. images for the future and follow-ups on failed Microsoft investments, YouTube's NFL gamble, and Amazon's NFL ratings.