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Perplexity CEO told Joe Rogan that Microsoft created office work. The dates say otherwise. To be fair to him, half of it is true. Gates really did want a PC on every desk, and Microsoft did make Word and Excel the default tools that almost every office job trains...

31,371 görüntüleme • 1 ay önce •via X (Twitter)

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Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

92,971 görüntüleme • 1 ay önce

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

Vikram M

21,463 görüntüleme • 1 ay önce

The cold is British. They just never told you. ❄️🇬🇧 Every air conditioner, every fridge, every freezer on earth, the cold inside all of it was first made by a Scotsman. In 1756. ❄️🏴󠁧󠁢󠁳󠁣󠁴󠁿 His name was William Cullen, a doctor in Edinburgh. In a warm room, with no ice and no winter, he drew the air from a glass of ether until it boiled cold and drank the heat from the water around it, until the water froze. No one had ever done it before. Then he wrote it down and walked away. No machine, no patent, no fortune. Just the proof, on a bench. It sat there the better part of a century. A British bench built the first machine that worked, and a Scot carried it across the world to Australia, where it froze meat and cooled beer. But cold was only half the story. ❄️📖 To master the air itself took another Scot. When the Houses of Parliament burned down in 1834, David Boswell Reid made the new building breathe, its gothic spires its lungs. At St George's Hall in Liverpool in 1851 he built what is often called the first air-conditioned building on earth. It should have made him. He died forgotten in America instead. 40 years on, Willis Carrier built the machine and earned his name as the father of modern air conditioning. He earned every bit of it. But he did not make the cold. The cold was British. America took that inheritance and cooled the world with it, and that is no theft. That is what an inheritance is for. We are the home of British heroes. Not built by ads, not by the government, built by us. There's a place for you with us. Be part of us. ☝️🇬🇧 Be Proud Of Us. 🙏🇬🇧

Proudofus.uk

56,349 görüntüleme • 1 ay önce

Jensen Huang was asked about the people technology left behind. He didn't offer a plan. He said the gap already closed. Huang: "All of a sudden artificial intelligence closed that technology divide." That divide was never a gap in ability. It was a language requirement. Huang: "Anybody could be a software programmer now." Every tool we ever built charged admission, and the price was always a language. The press needed literacy. The engine needed the manual. The computer needed code. Every tool in history had the same shape. The human moved toward the machine, compressed into a form it could parse. Whoever couldn't compress stayed outside. Code was always a human speaking machine. Seventy years of people translating themselves down into something a processor would accept. It just learned to speak back. Nothing has ever moved in that direction before. So we sorted people by the toll and pretended we were sorting by mind. The ones who paid became skilled. Everyone else became unskilled, a word that has never once described a real person. It only meant fluent in nothing the market was buying. Huang: "Everybody who are really gifted at their craft but maybe they don't know how to scale themselves with technology, they now have AI to help scale them." The best cook in a village of four thousand died the best cook in a village of four thousand. Not from a shortage of ability, but from a second requirement that had nothing to do with the first. Go back far enough in your own family and there is someone who was extraordinary at something. The world never found out. Neither did they. Ability was never distributed by geography. Access was, and access is the only thing that got recorded. Every system you move through in a day was built by the narrow band who could speak to a machine. Not the best ideas anyone had. The ideas that survived translation. We have never once seen what the rest of the species would have made. The scarcity was never in the talent. It was in the distance between holding it and reaching anyone. That distance was the product the technology industry sold. Huang: "They're welcomed into the world's economy, not burdened by technology anymore because AI made that possible." Burdened. Technology sold itself as leverage for a century, and the man supplying the whole industry just called it a weight. A developer you couldn't afford. A site that broke on a Sunday with no one to call. You paid the technology industry for permission to be findable. Nobody on earth got smarter this decade. The door stopped asking for a password. Huang: "Five years from now, it is likely that we're all going to be more gainfully employed. The economy is gonna be more productive." He grounds that in the labor shortage already on the books. Open work with nobody there to do it, inside an economy panicking about a machine that takes work away. Both cannot be true. The fear says there won't be enough work for us. The ledger says there aren't enough of us for the work. Every time a tool stopped requiring a specialist, the specialist lost a monopoly and everyone else gained a century. Writing left the scribes. The press left the church. The computer left the lab. The barrier was also a shelter. Everyone left outside got to keep the version of themselves that was never tested. For most of history that was a mercy. The wall did the refusing, so you never had to hear it from anyone else. The wall is gone. Now you find out. Nothing about you changed. The requirement did. For the first time, the only thing between what you can do and who it reaches is whether you do it.

Dustin

427,834 görüntüleme • 14 gün önce