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Comment by routelastresort
I'd wager $1 that Microsoft, Bill Gates, et al. would have opposite public takes on AI if they had directly innovated instead of just having investments in other companies and datacenter infrastructure. A bubble is a bigger risk for them. Amazon and Google will catch up on some level on LLMs but I don't have the same faith in MSFT: just look at the failings of Azure for a clue.