ChatGPT's Impact on Microsoft Azure and OpenAI
As you may or may not know, Microsoft is a significant investor in OpenAI – the creator of ChatGPT and DALL-E.
- They may invest another $10B into them – on the reported terms, Microsoft will get a 75% share of OpenAI's profits until it makes back the money on its investment, after which the company would assume a 49% stake in OpenAI.
- Microsoft is actively working on integrating ChatGPT into all of its software products.
- Also, OpenAI just announced the coming release of their API for ChatGPT – potentially a watershed moment for a wide berth of generative AI platforms.
Wall Street Journal just published their interview with Satya Nadella, CEO of Microsoft. They primarily focused on ChatGPT and what to expect in the following years and decades. For obvious reasons, they’re essential insights to pay attention to due to the inevitable impact this technology will have on our lives.
It’s only a 30-minute video (palatable at 1.75x speed). But to save you some time, here are my quick notes on what I found most interesting.
The “Industrial Revolution for the Knowledge Worker” is how we’ll remember this moment in the future. What we need to focus on is the question: What’s the displacement going to be?
- We have an advantage in having seen it happen at least once historically.
- What is the input that we have to teach? What skill is needed for this emergent job?
His favorite example of the revolution underway is this tweet from Andrej Karpathy, who made Autopilot at Tesla. If Andrej is using Github’s Copilot AI to write 80% of his code, then we’re successfully automating some of the hardest knowledge work we thought possible.
Nice read on reverse engineering of GitHub Copilot 🪄. Copilot has dramatically accelerated my coding, it's hard to imagine going back to "manual coding". Still learning to use it but it already writes ~80% of my code, ~80% accuracy. I don't even really code, I prompt. & edit. https://t.co/kvQTOex9Qj
— Andrej Karpathy (@karpathy) December 30, 2022
Satya’s beautiful answer to the question:
- Do we need to learn math anymore?
- IF YOU WATCH NOTHING ELSE, WATCH THAT SEGMENT!!!
Global and Local Impacts:
- There will always be combative and hunting countries looking to be the recipient of labor outsourcing.
- But politicians also get elected in local politics… they still need to account for local labor impacts.
Unrelated to AI:
- Satya talks about Microsoft’s opinion on remote work and the productivity data behind their policies.
- Satya’s blockchain thoughts.
- Satya’s message to lawmakers looking to prevent their Activision Blizzard acquisition.
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