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The Other Bubble
The Other Bubble
Buried in the 8000 words I wrote last week was a worrying story — that Microsoft considered drastic measures to free up  capacity in its US-based servers for GPUs to power the AI boom. In an email shared with me by a source from earlier this year, Microsoft's senior leadership team
The Other Bubble
Unbundling AI — Benedict Evans
Unbundling AI — Benedict Evans
ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back into single-purpose software? What are the products?
Unbundling AI — Benedict Evans