The Industry Fallout from OpenAI 2023

The Cloudcast

Aaron, Brian and Brandon Whichard (@bwhichard, Software Defined Talk) talk about the November OpenAI drama and how it potentially impacts the entire AI industry in 2024.

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SHOW NOTES:

• Benedict Evans - AI, and Everything Else (2024 looking forward)
• Is AI the next Oppenheimer event? (Eps.770)
• Building the Foundations of the Modern Cloud (Eps.774)
• Microsoft CEO Satya Nadella on the OpenAI Debacle (Kara Swisher)
• NVIDIA - The Dawn of the AI Era (Acquired - Part III)
• Software Defined Talk Podcast

Topic 1 - Post-mortem - what do we know about what happened with the almost coup at OpenAI? What speculation (rumors) have been the loudest?

Topic 2 - What are the biggest unknowns?

• How is it possible that Sam Altman didn’t/doesn’t have a significant amount of equity in OpenAI and still remain so powerful?
• How is it possible that Microsoft invested this much in OpenAI without having more understanding?
• How much of a mistake did the board make in assuming their concerns about Sam would be removed with a single firing?
• How much does Microsoft get diluted by the latest round of funding (if it happens)?

Topic 2a - What are going to be the biggest concerns and enticements for customers looking at different models to use? Is it ease of use? A single model? Privacy and security?

Topic 2b - Who cracks the code on simplification and personalization? OpenAI with customer GPT’s? OSS models with fine-tuning/RAG?
Topic 3 - Is it possible that the OpenAI model (e.g. GPT-4, or Q*) will continue to be considerably better than all the other existing and emerging models? Do small language models take over? Do specialized models trained on private licensed data become a differentiator?
Topic 4 - Who is driving AI at Google? Is it within GCP, or is there now a commercial side of Google Brain / Deepmind?
Topic 5 - Who is driving AI at Amazon/AWS? How did AWS get into a position where it seems to have so little control over its models?
Topic 6 - Where will the control over AI reside (in the technology stack)?
Topic 7 - Will the AI “wars” be more chaotic that the Cloud “wars” of the last decade? Will we see war-time CEOs? Will we see more irrational decisions?
Topic 8 - Will AI-specific clouds emerge? Will data-specific clouds emerge? Will model-specific clouds emerge?

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