Morgan Stanley Moves Forward on Homegrown AI - WSJ

But if the next deep learning is destined to be discovered in the corporate world, Google has the best shot at it. Among the Seven AI Giants, Google—more precisely, its parent company, Alphabet, which owns DeepMind and its self-driving subsidiary Waymo—stands head and shoulders above the rest. It was one of the earliest companies to see the potenti

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A lot of the focus on AI use, especially in the corporate world, has been stuck in what I call the “automation mindset” - viewing AI primarily as a tool for speeding up existing workflows like email management and meeting transcription. This perspective made sense for earlier AI models, but it's like evaluating a smartphone solely on its ability to... See more

A New Cohort of Agentic Applications

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target

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OpenAI structures its AI systems as ensembles of specialized models—similar to how human organizations work. Rather than relying on a single general-purpose model, they deploy multiple specialized models (some fine-tuned for specific tasks, others chosen for speed or cost efficiency) working together to solve complex problems. This mirrors how comp... See more

The three dynamics above can help us understand DeepSeek's recent releases. About a month ago, DeepSeek released a model called "DeepSeek-V3" that was a pure pretrained model 3 — the first stage described in #3 above. Then last week, they released "R1", which added a second stage. It's not possible to determine everything about these models from th... See more