Microsoft and Alphabet both reported mostly strong results Tuesday, but the disparate reactions from investors showed that Wall Street only cares about AI now.
I think we might end up with the Microsoft/Apple/Google situation all over again. While it’s easy to build an AI, having to jump between AIs for each and every task is no fun. I think the one that wins the golden goose is the one that manages to build a complete OS with AI at it’s core, i.e. instead of Unix shell, you just have a ChatGPT-like thing sitting there that it can interact with all your data and other software in a save and reliable manner. Basically the computer from StarTrek were you just tell it what you want and it figures out how to get it.
That others can spin up their own LLM won’t help here, as whoever gets to be the default AI that pops up when you switch on your computer will be the one that has the control and can reek the benefits.
I think we might end up with the Microsoft/Apple/Google situation all over again. While it’s easy to build an AI, having to jump between AIs for each and every task is no fun. I think the one that wins the golden goose is the one that manages to build a complete OS with AI at it’s core, i.e. instead of Unix shell, you just have a ChatGPT-like thing sitting there that it can interact with all your data and other software in a save and reliable manner. Basically the computer from StarTrek were you just tell it what you want and it figures out how to get it.
That others can spin up their own LLM won’t help here, as whoever gets to be the default AI that pops up when you switch on your computer will be the one that has the control and can reek the benefits.