Saturday, April 20, 2024

Where will OpenAI win? Questions, not answers

So Meta continues to do the whole “commoditize your complements” thing with their open-source AI products — what does this do for the competitive landscape, especially OpenAI? 

At first blush, it seems like both Meta and Google are better positioned than OpenAI right now

  • They have distribution via their own products and, in the long run, can have LLMs running locally on their hardware devices
  • They have the ability to operate at scale by virtue of already operating at scale 
  • They can serve other enterprises at scale (i.e. Apple considering using Google/Gemini)
  • OpenAI is reliant on Microsoft, which is hedging its bet on OpenAI

On what plane of competition is OpenAI in better position?

It's not surprising that AtlmanCo. is thinking about hardware.

Wednesday, April 17, 2024

Arc Browser

 

Some quick thoughts on The Browser Company // Arc Browser. Arc is an internet browser that has raised $18MM and has gotten lots of pub.

For the betterment of the consumer, may I be wrong and eat my words ðŸ«¡

Monday, April 1, 2024

Section 230 and AI [WSJ]

 The AI Industry Is Steaming Toward A Legal Iceberg [March 29, 2024]

Section 230 of the Communications Decency Act of 1996 has long protected internet platforms from being held liable for the things we say on them. (In short, if you say something defamatory about your neighbor on Facebook, they can sue you, but not Meta.) This law was foundational to the development of the early internet and is, arguably, one reason that many of today’s biggest tech companies grew in the U.S., and not elsewhere.

 Yup, ChatGPT != Facebook.

And as companies like OpenAI argue in legal briefs over whether scraping copyrighted content from the internet counts as theft of intellectual property, they may actually be hurting their case that they aren’t responsible for the content their systems produce. 

Some AI companies have argued that their AIs “substantially transform” all the content they are trained on. That means, they argue, that they don’t violate copyright protections, under the doctrine of fair use. If that is true, it would seem to indicate they are “substantial co-creators” of the content they are displaying. That is the point at which a company is no longer merely hosting content, and loses the protection of Section 230, says Ryan.

An interesting bind! 

Sunday, March 31, 2024

Humane AI Pin -- Quick Thoughts

I've been skeptical of the Ai Pin's chance for success since their interesting November 15, 2023 launch video. 

Now, having just watched Humane's 28 minute AI Pin Video Handbook I've got to put pen to paper.

For the betterment of the consumer, may I be wrong and eat my words ðŸ«¡