Batlelines is drawn between the main AI laboratories and the popular applications on which they depend.
This week, the Antarbur and Openai took shots in two leading AI applications: Windsurf, one of the most popular coding tools, and Granola, which is the loud Amnesty International application to write the meeting notes.
“With less than five days of notification, the anthropies decided to cut almost all of our first party for all CLAUDE 3.X models.” Farun Mohan Books on x This week, noting that “we wanted to pay them for full ability.” additional A statement on Windsurf on the web He said: “We are concerned that the behavior of Antarubor will harm many in this industry, not just Windsurf.”
Here, Mohan is the side damage of the anthropier competition with Openai, which has been reported to have Windsurfs for about $ 3 billion. The deal was not confirmed, but even the ghost of that was enough to cut the anthropologist to cut one of the most popular applications that work. After a spokesman He said Techcrunch Maxwell is false Antarbur was “setting priorities for sustainable partnerships”, co -founder Jared Kaplan Put it frankly.
“We are really trying to enable our customers who will work with us in the future,” Kaplan He said falsehood. “I think it would be strange for us to sell Claude to Openai.”
Meanwhile, Openai sent its own warning this week to the ecosystem of the emerging AI application. Declare “Register mode” For ChatGPT – initially only for institutions accounts – that copy calls and generate meeting notes. This is the primary use of Granola, and it is one of my favorite artificial intelligence tools I recently raised $ 43 million In additional financing and issued a mobile application.
Looking at the development of granola To do more From summarizing the meetings, I think the company is not at risk of extinction. However, it will be difficult to grow when hundreds of millions of Chatgpt users at the end of its main functions can.
It is not clear how tension will stabilize the aspirations of the product in Openai, anthropology and the needs of their customers in API. When I met the chief human product official, Mike Cragerand Again in MarchThe company has just announced its competitor to coding Claude to Windsurf and Cursor, which he encounters A collection of 900 million dollars this week. Krieger asked the clear question: How do you think of Anthrop for competition with API customers? He did not really answer.
“I think this is a truly accurate question for all laboratories and I try to get close to him.” Crager told me at that time. “We hope that we all can move between the adjacent aspects from time to time.”
Artificial intelligence investor Zach Cocov Put it Well this week: “At one time, models will need to determine whether they want to be stable platforms or compete for every vertical.”
Ultimately, this week was an invitation to wake up for many startups on the appearance of artificial intelligence models; If you are successful enough, you risk copying it with your model provider. Many companies think about this danger at the present time, especially such as Openai It builds a new team To help API customers “translate abstract ideas into production applications”.
“You have to wonder whether the recent moves by the big artificial intelligence laboratories to compete directly with the application layer will be a giant giant for the Joavle occupants such as Google, Amazon, MSFT, etc.,” Michael MinanoMember of the Granola Council, He wrote this week. “If the developers are not able to trust the laboratories, it may be better to trust the big men as they did for the cloud?”
Different from artificial intelligence and job loss
This week, I heard that two CEOs are contradicting The increasing fear Artificial intelligence will destroy functions collectively, at least when it comes to engineering roles.
The first was Sondar PachayWhom I saw talking at the Bloomberg Technology Conference in San Francisco. belittle Dario Amoudi Fear of the fear of loss of job, indicating that “we have predicted like this over the past twenty years about technology and automation, and has not played it in this way.” He went to the point of saying, “I expect to grow from our current engineering base until next year,” because artificial intelligence “allows us to do more.”
The next day, I walked on the street to the Moscow Center to see the CEO of Snowflake SRIDHAR RamaswamyWho spoke just a room with 4000 developers with Pioneer Amnesty International Andrew Nanger. Ramaswamy asked if AI had changed his employment plans, and said he agreed with the classification of contracting with engineers that NG just described on stage, as he was the best experienced engineer who benefit from artificial intelligence tools, followed by professional engineers early, all of them in artificial intelligence. He pointed out that new graduates who avoid artificial intelligence tools at the bottom of the arrangement of desire and may struggle to find jobs.
If anything, it is among the workforce-those who are in the middle of their career and hesitant to adopt artificial intelligence tools-and this is the most dangerous displacement in the short term. “Companies tend to middle management, so there is a big boost to get more people a job. How do we get it as much as possible? Historically, the snowflake was historically on the other side of the engineering side, so we balance this. “
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“There may be a world in which you have Amnesty International in the sky. You may have already you have already a group of agents of the field that requires a set of specific work to achieve this. I think the evidence was really turning towards these different models.” Openai’s Greg Brockman Talk to The world of artificial intelligence engineer exhibition.
“Give it a year. We will do one billion inquiries a week if we can maintain this growth rate.” – CEO of confusion Aravind Srinivas on stage At Bloomberg Technology Conference.
“We were incorrect cash flow in the first quarter, which was cold.” – CEO of Spectak Chris is better Talk to Creator economy summit in information.
- As part of A wider leadership of its reshapingMicrosoft CEO of LinkedIn, Ryan RosleskyIt now leads the offices of the offices for the products.
- Shortly after Amnesty International engineer in Meta, Rohan Anil Leaving To join man. Richard FontaineThe CEO of the new US Security Center, is also Join the council From the dominant anthropologist.
- Tesla Optius president, Milan KovacHe leaves to spend “time with family”, ” according to Elon Musk.
- Christian will findAssociate founder of Xai, Leaving To be the main scientists to start emerging from artificial intelligence called Morf.
- Gary Brezz It will serve as a temporary marketing head in Openai while Kate Roche It takes a medical leave.
- CEO of Palo Alto networks networks Nixish ArouraWhich was also an early executive of Google, Join Uber panel. Andrew McDonald He is also promoted to become the company’s head and CEO of operations.
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