First Ring Daily 1932: Open Battle

We'll see if this plunders out into the universe or not.

Plunders?

Yeah, I don't, I don't, I don't, I don't, I don't, I don't, I don't know why Amazon would

get sued in this.

But, um, right over this new, like $50 billion deal, frontier model stuff, they're looking

at the contracts and, um, you feel like it was two seconds ago when there was a, but I'm

going to call it an $11 billion investment in open A by Microsoft, and that was it.

Mm-hmm.

That was the whole thing, you know, and now it's, uh, yeah, I, I, I wonder, well, so yesterday

two, I mean, tied to this, um, was the news that big re-origin, oh, yes, all of Microsoft's

AI stuff, right?

So, um, I, I've read, since I wrote about this, I've read more about it.

So including some people who interviewed Silliman, um, who is in charge of Microsoft AI and

previously was in charge of co-pilot for consumers plus models, I guess, you know, house models,

the big ones, right?

And now he's just going to focus on the models, and I'm like, that sounds like a little bit

of a demotion, but actually, I, well, of course, he would present it this way, but, um,

he, uh, the Mustafa Silliman apparently has wanted this for some time, he wants to focus

on this part of it, and, um, I don't know, but, um, I wonder if this isn't tied to what's

happening with opening AI allegedly, right?

Which is meaning Microsoft is now, um, pushing even harder, right on its own foundational

model, uh, the, the big models, you know, the, the replace open AI.

But also just as an aside, is it not striking, I suspect, I'm just saying to Della, how

many outsiders have been hired from, in this company to run important things?

Like, the guy who is effectively Microsoft's real CEO now, right, Silliman himself,

and now this guy who is running co-pilot across consumer and commercial is from snap.

Yeah.

And if you look at his, like, LinkedIn or whatever, it's like, or the way Microsoft

describes it is, like, he was previously at Microsoft and then before that snap, but

he was at Microsoft, like, two seconds, like, he came from snap, he was at snap.

I think he, if he wasn't a founder, he was part of one of the, you know, the original

team or whatever, like, he helped bring that thing up.

Look, that's better than it's the cart or whatever, but it is, you know, but, but it is

striking.

I mean, and I think for people inside Microsoft, I mean, it's a different company now, but

back in the day, you know, people and upper levels of Microsoft would fight tooth and

health in these positions, you know, and it's, it's, I don't know, there's a big, um,

Microsoft is the company is changing, obviously, and not for the better of your

consumer, but I feel like this is a big chunk of it. It's like, we're, they're, they are,

I say, we for some reason, but the Microsoft is bringing in people from all over the industry now.

Another example of that too.

Charlie Bell took a new role inside the company and they brought in somebody who was at Microsoft

and went to Google and then then came back.

Yeah, for the security stuff. Exactly. Right. Yeah.

I mean, I know.

Sorry. No, it's because it's a, it's a, it's a very interesting observation.

I did not put all that together until you said that you're like, hmm, yeah.

Well, it kind of adds up over time and then one day you realize like, you know, it's like when

um, uh, it's not really like this, but I, an example of this kind of thing sort of is when

um, Steve Jobs came back to Apple when they walked next, basically installed all of the next

executive suite into executive roles at Apple and got rid of almost everyone who was there.

I mean, with one or two notable exceptions like Johnny I have, you know, from design, obviously,

but, but as far as like senior leadership, I mean,

they, you know, they replaced the whole thing, basically.

And I, it's been a little more gradual at Microsoft, I guess.

And that, but that's the thing you wake up when they knew like, wait, who are these people?

Like, if you look at the, um, it's kind of hard to find out.

It's not like it wasn't, it's not as simple as it was.

But if you look up, uh, Microsoft seemingly leadership team or whatever, um, it's like,

you know, again, I mean, what is, what's happened with these, you know,

what is this company? I mean, it's, maybe it makes sense. I don't know.

Strange.

Yep.

Anyway, sorry, but you were making the point that Microsoft and Microsoft may sue open AI

for, for the $50 billion deal made with Amazon.

A breach of contract, who I guess is just what it would be.

So, well, and then, you know, I'm also tired of this.

Sorry, I just went my brain works in the morning.

Um, the CEO of Amazon doubled his expectation for AWS revenues over whatever time frame.

And I, I wonder, oh, if that had something to do with this.

All right. I mean, yeah, 50 pounds.

Yeah, I mean, I've just, you know, it's a big number.

It's material.

It is material. That's a good way to put it.

No.

Also, media flew over Ohio, actually landed in Ohio.

Yeah.

Anything, anything, any, any explosions.

No, I mean, I forgot to send another reminder to go out and look for the media.

No, I mean, nobody would be a cool thing to see though.

Yeah, it would be, but it was, it was trying to take out Cleveland, which I fully endorse.

So yeah, that's not what I mean, we'll get them eventually.

But, um, you know, interesting.

No, I would date, a daytime, you know, sighting.

That was kind of cool.

Yep.

Yep.

Oh, we got, yep, just some big juggernauts, some big, big rocks.

Oh, we got Wednesday.