The batteries are in progress between the main AI laboratories and the popular applications that rely on them.
This week, Anthropic and Openai took shots on two main AI applications: Windsurf, one of the most popular, and Granola application, a buzzing AI application to take meeting notes.
“With less than five days of notice, Anthropic has decided to cut almost all of our abilities from the first part to all Claude 3.x” models, CEO of Windsurf Varun Mohan Written on x This week, noting that “we wanted to pay them for all the capacity”. A supplement Windsurf website declaration said: “We are concerned about the fact that the driving of anthropic harms a lot in industry, not just windsurfing.”
Here, Mohan’s company is collateral damage in the rivalry of anthropic with Openai, which would have been in talks to acquire Windsurf for around $ 3 billion. The agreement was not confirmed, but even the spectrum of this occurred was sufficient for Anthropic to cut one of the most popular applications it feeds. After a spokesperson said Techcrunch Maxwell Zeff This anthropic was “prioritization of the capacity for sustainable partnerships”, co-founder Jared Kaplan Put it more frank.
“We really try to allow our customers who will work with us in the future in the future”, Kaplan said to zeff. “I think it would be strange for us to sell Claude to Openai.”
Meanwhile, Openai sent his own warning shot this week to the budding application ecosystem. He announced a “recording mode” for Chatgpt – initially only for corporate accounts – which transcribes calls and generates meeting notes. This is the case of basic use of granola, one of my favorite AI tools which recently raised $ 43 million in additional funding and published a mobile application.
Given the speed with which granola has evolved do more What to summarize the meetings, I suspect that the company is not threatened with extinction. However, it will be more difficult to grow when hundreds of millions of chatgpt users finally have access to its main feature.
We do not know how the tension between the ambitions of the product of Openai and Anthropic and the needs of their API customers will be established. When I interviewed Anthropic’s product manager, Mike KriegerIn March, the company had just announced its own competitor of Coding from Claude to Windsurf and Cursor, which by coincidence lifted $ 900 million this week. I asked Krieger the obvious question: how does Anthropic think of competition with his API customers? He didn’t really have an answer.
“I think it’s a really delicate question for all laboratories and that I try to approach me in a thoughtful way,” Krieger told me at the time. “I hope that we will all be able to navigate in the contiguities sometimes closer.”
IA investor Zak Kukoff put Well this week: “At one point, model suppliers will have to decide if they want to be stable platforms or compete for each vertical.”
In the end, this week served as a awakening for the many companies to create startups on the back of AI models; If you succeed enough, you run the risk of being copied by your model supplier. Many companies are thinking about this risk at the moment, especially as an operai Build a new team To help its API customers to “translate abstract ideas into production applications”.
“You must ask yourself if the recent movements of large laboratories AI to compete more directly with the application layer will be a giant rear wind for holders like Google, Amazon, Msft, etc.”, “,” Michael MignanoA member of the Granola Board of Directors, Written this week. “If the developers cannot trust the laboratories, it may be better to trust the big guys as they did for the cloud?”
A different version of AI and job loss
This week, I heard that two CEOs contradict the growing fear That the AI will destroy mass jobs, at least with regard to engineering roles.
The first was Sundar Pichaithat I watched the Bloomberg technological conference in San Francisco. He minimized Dario Amodei Doolerism fears job loss, correctly stressing that “we have made predictions like this for 20 years on technology and automation, and it has not been played in this way.” He went so far as to say: “I expect us to grow from our current engineering base next year”, because I “allows us to do more”.
The next day, I went down to the street to the center of Moscone to see the CEO of Snowflake Sridhar Ramaswamywho had just spoken to a room of 4,000 developers with an AI pioneer Andrew ng. I asked Ramaswamy if the AI had changed his job plans, and he said he agreed with a classification of hiring desirability for engineers that NG had just described on stage, with the top as experienced engineers who exploit AI tools, followed by engineers at the start of their careers who are all on AI. He noted that new graduates who avoid AI tools are at the bottom of the opportunity and can find it difficult to find jobs.
If anything, it is the workforce – those in the midst of their career and hesitate to adopt AI tools – it is the most in danger of short -term travel, maintained Ramaswamy. “Companies tend to access intermediate management, so there are a lot to get more people who are TO DO. How can we get them as a lever as possible? Snowflake has historically been a bit heavy on the engineer side, so we will balance each other. »»
“Oh, guy, girls fight, right?” – Rep. Alexandria Ocasio-Cortez comment What was the best day on Twitter for years.
“Maybe there is a world where you have an AI in the sky. Maybe you have a lot of agents specific to the field that require a lot of specific work to get there. I think the evidence has really been to this menagerie from different models.” – Openai Greg Brockman be expressed at The IA engineer’s global exhibition.
“Give him a year. We will make one billion requests per week if we can support this growth rate. ” – CEO of perplexity Aravind Srinivas on stage at the Bloomberg technological conference.
“We were accidentally positive for cash flows in Q1, which was cool.” – CEO of substitution Chris Best Speaking at the top of the information creator.
- As part of a broader leadership reshuffle, CEO of Microsoft from Linkedin, Ryan Roslanskyis now also at the top of the Office product portfolio.
- After a short passage as a distinguished IA engineer in Meta, Rohan Anil part To reach Anthropic. Richard FontaineCEO of the Center for a New American Security, is also join the board of directors Anthropic control trust.
- Tesla’s Head of Optimus, Milan KovacLet “family time” spend, according to Elon Musk.
- Christian SzegedyXAI co-founder, part Be the chief scientist of an AI startup called morph.
- Gary Briggs Will be the interim marketing director of Openai Kate Rouch takes medical leave.
- CEO of Palo Alto Networks Nikesh Arorawhich was also a start of Google Executive, join Uber’s painting. Andrew MacDonald is also promoted to become president and manager of the business.
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