With the release of Llama 2, executives for Microsoft, Meta, and Google got a lot of questions this week around their AI strategies. Of course earnings reports are generally *bleh*, but we do get a couple tea leaves about strategy from probing baker questions.
INVESTMENT
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Google’s AI Customer Growth Accelerates Cloud Competition
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I love cloud earnings week. Fun to see Google doing so well as customers benefit from all this cloud competition. Not surprisingly, AI is an accelerant for them: AI customers grew 15x from April to June. Well done, @IsForAt and team.
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Portfolio Companies’ Massive GPU Cluster Long-Term Spending Overlooked
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forgot the millions they spent on locking in large GPU clusters for 3 years for portfolio companies
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Tech Sponsors Supporting Podcast for Startups
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Thank you to our wonderful sponsors for supporting the podcast: @Mixpanel
—Event analytics that everyone can trust, use, and afford: https://
mixpanel.com/startups @HelloRound
—The private network built by tech leaders for tech leaders: https://
round.tech/apply @Get_Eppo—Run -
Claude 2 Market Research Updates for Public Companies FY2022
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Chatting to Claude 2 to ask it some market research questions about a list of public companies. Asked it to provide updates to me as soon as FY 2022 data is available. It says yes! Cool, can you email me when you have the updates? Yes! Can you send a test? Yes! No email
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Financing vehicles for startups: SAFE versus alternative structures
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This is great. In your mind is the bogey / option a new financing vehicle similar to a SEAL or the indie vc terms? Or is it still a SAFE but being very disciplined about size of round, valuation, etc
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Valence and Recursion Launch AI-Driven Drug Discovery Platform
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Exciting to see the birth of a new large-scale effort to weave AI, biology, chemistry and drug discovery together. Valence x Recursion driving what you might call DeepMind/OpenAI for bio+chem
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Amazon AWS generative AI healthcare tool Microsoft Nuance acquisition
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would Amazon have done this if Microsoft hadn't bought Nuance? https://
cnbc.com/2023/07/26/aws
-announces-generative-ai-tool-to-save-doctors-time-on-paperwork.html
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Microsoft Stock Falls Five Percent Following AI Earnings Delay
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Microsoft is down 5% now after earnings https://
cnbc.com/2023/07/26/mic
rosoft-stock-falls-as-analysts-digest-a-delayed-ai-ramp.html
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Big Tech’s AI Head Start: Long-Term Competitive Advantage
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They also don’t fully comprehend the head start companies like Google, Microsoft, NVIDIA, Amazon, Tesla, etc have, and the long-term value that will create for investors. So many tech companies starting taking AI seriously in December 2022, and still don’t have real AI roadmaps. https://
x.com/_robtoews/stat
us/1684207820948865027
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