Databricks lakehouse8/14/2023 ![]() ![]() ![]() Since the beginning of the Internet, we have blogs, emails, and social media. ![]() While much of the focus is on generative AI, people tend to forget that we also need to store the data. The investment into Open AI is meant to disrupt competitors like Google, allowing them to spend fewer resources on GCP and preventing them from impacting Azure. While Github’s $1 billion annual recurring revenue (ARR) is impressive, it is only considered a small business unit by revenue at Microsoft, as anything below $1 billion is not considered material in the company. While there will be many new apps, they are far from something that can be used for mass monetization. How does Copilot balance producing too much and too little code?Ĭopilot development is still not mainstream because developers must be able to debug the generated code, so how do we balance the tradeoff between generating too much and too little code? It is too early to tell whether ‘Copilot with Visual Studio’ will be a huge payoff. And in contrast, dedicated writers already recognize Microsoft Office’s power and utilize its comprehensive features for their writing activities. Non-serious writers would buy Microsoft Office not just for its utility for email composition but also for other purposes. The assistant technology is not new, and other than code generation and assisted writing, some wonder what value Open AI brings to Microsoft Office or Microsoft Windows. Behind the scenes, with everything closed source, nobody knew if these AI assistants were driven by Cortana, Bing, or Open AI. Microsoft publicly endorsed Open AI, with ‘Copilot’ embedded in every single bit of the Microsoft stack. ![]()
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