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It’s not just that. Microsoft is in a better position today to make big money from AI because their products are in millions of corporations. B2B is their bread

It’s not just that. Microsoft is in a better position today to make big money from AI because their products are in millions of corporations. B2B is their bread and butter. Google isn’t in that position, neither is Apple, Meta or most AI companies out there. Microsoft has built trust over decades of selling OSes and offering legendary backwards compatibility in anything they build. This is what the big spenders want.

karamanolev 3y ago
How is Google not? A quick search points that Google Workspace has a huge market penetration.
- SkyPuncher 3y ago
  Correct, but there’s typically a divide between workspace tools and infrastructure for ownership, compliance, and approval internally. In a prior life, our IT manager was the owner of Microsoft productivity products and I was the owner of Azure. We both had drastically different risk profiles and governance needs.
- elorant 3y ago
  Those are all web toys. We’re talking about databases and CRMs and programming languages and all the stuff that make the backbone of big corporations.
- kccqzy 3y ago
  The Google Workspace is roughly comparable with Office 365. But Microsoft has a lot more than just Office.
jjtheblunt 3y ago
i think you're overlooking iOS instances with "neural" accelerators in the pockets of the people in those corporations.
- elorant 3y ago
  And how will that materialize? Will Apple build a new AI chip that would be affordable enough to embed in every iPhone, or whatever new device they will invent? Or will it all be cloud based where it should be able to support hundreds of millions of users? Microsoft already has the cloud infrastructure ready. They don't need to build a new device, or a new operating system, or whatever. They're milking the AI cow as we speak.
  - jjtheblunt 3y ago
    Apple has had "AI chips" in the iOS devices for years already. I wonder what you define as an AI chip, though, since we could be discussing different sorts of custom accelerators.
    - elorant 3y ago
      Look at what a company called Groq does. Their chip can generate 500 tokens/second from a model like Llama 2 70b. https://groq.com/ https://groq.com/

karamanolev 3y ago

How is Google not? A quick search points that Google Workspace has a huge market penetration.

SkyPuncher 3y ago
Correct, but there’s typically a divide between workspace tools and infrastructure for ownership, compliance, and approval internally. In a prior life, our IT manager was the owner of Microsoft productivity products and I was the owner of Azure. We both had drastically different risk profiles and governance needs.
elorant 3y ago
Those are all web toys. We’re talking about databases and CRMs and programming languages and all the stuff that make the backbone of big corporations.
kccqzy 3y ago
The Google Workspace is roughly comparable with Office 365. But Microsoft has a lot more than just Office.

jjtheblunt 3y ago

i think you're overlooking iOS instances with "neural" accelerators in the pockets of the people in those corporations.

elorant 3y ago
And how will that materialize? Will Apple build a new AI chip that would be affordable enough to embed in every iPhone, or whatever new device they will invent? Or will it all be cloud based where it should be able to support hundreds of millions of users? Microsoft already has the cloud infrastructure ready. They don't need to build a new device, or a new operating system, or whatever. They're milking the AI cow as we speak.
- jjtheblunt 3y ago
  Apple has had "AI chips" in the iOS devices for years already. I wonder what you define as an AI chip, though, since we could be discussing different sorts of custom accelerators.
  - elorant 3y ago
    Look at what a company called Groq does. Their chip can generate 500 tokens/second from a model like Llama 2 70b. https://groq.com/ https://groq.com/