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The big winner for AI at the end of the day is going to be Microsoft and Microsoft-like companies that can integrate AI and Copilots into existing tools, with a
by voidfunc 2y ago
The big winner for AI at the end of the day is going to be Microsoft and Microsoft-like companies that can integrate AI and Copilots into existing tools, with an understanding of how those tools are used by daily users and without significantly increasing prices.
The rest of it? Mostly useless.
- hipadev23 2y agoIncumbents (Google, Microsoft, Adobe) seem to broadly struggle at reasonable integration of AI. Just look at windows/github copilot compared claude desktop or cursor.
- ethbr1 2y agoThe rub is that the last-mile owners (Microsoft, Google, Apple, Facebook) can afford to ship last and still win. Do people not use Apple Maps because it came out years after Google Maps?
- pphysch 2y agoHuh? I would assume incumbent GitHub Copilot has way more (paying) users than all of Anthropic's B2C products combined. Is that wrong?
- HarHarVeryFunny 2y agoA recent report had OpenAI and Athropic's API revenues as roughly equal, but OpenAI having considerably more chat subscriber revenue.
- famouswaffles 2y agoCopilot almost certainly won't be using Open AI's APIs though.
- Dudelander 2y agoI'm kind of shocked by this comment. Microsoft seems to be dominating the industry, with copilot having over 1.5 million users.
- hipadev23 2y agoCopilot is ridiculously easy for a CTO/IT to enable for an entire org. That doesn't mean it's providing the level of value that Cursor is. It's just like the number of "users" Microsoft Teams has, is implicitly tied to the number of Office/Outlook customers. Whether or not people actually use the tool is frankly unrelated to how many customers they can report as "using" a tool.
- bigbob2 2y agoIt randomly showed up on my Windows machine after an Edge update. This reminds me of how Internet Explorer was once the most popular browser.
- thefz 2y agoWhat? Adobe's generative AI is nuts.
- nicce 2y ago> The big winner for AI at the end of the day is going to be Microsoft and Microsoft-like companies that can integrate AI and Copilots into existing tools, with an understanding of how those tools are used by daily users and without significantly increasing prices. Don't forget Nvidia...
- 01100011 2y agoIt feels like a lot of big companies will lose money on AI for a while since they need it to stay relevant but it doesn't seem to be generating all that much in profits yet.
- red-iron-pine 2y agoso far the only, like ONLY, valid benefit i've gotten from Copilot and AI in the workplace is some basic syntax checking for scrips, and improved search features for internal documents. The former is mostly a parlor trick, while the latter is a massive improvement over Confluence and Sharepoint's search. That's not so much AI win as it is how crappy their built-in search is.