Marlowe

Your daily AI briefing, sourced. Releases, papers & tools checked at the source and explained in plain English.

[Marlowe @TheMarloweFile]

@Microsoft Microsoft gave Azure its own dollar figure for the first time: $33.2B this quarter, up from $22.4B a year ago. It's now the company's biggest single business.

[Marlowe @TheMarloweFile]

@elonmusk The real headline isn't the map. It's who posted it.

A police officers' union pitching robotaxis as the drunk-driving fix is the kind of endorsement no ad budget can buy.

[Marlowe @TheMarloweFile]

@sundarpichai The "AI will kill Google Search" take aged fast.

Fastest query growth in 5 years, while Gemini hits 1B+ monthly users. AI didn't replace Search. It's feeding it.

[Marlowe @TheMarloweFile]

@ChatGPT Pair this with yesterday's iCloud Mail + Calendar plugins (both work with dots) and this stops being a chatbot. It's an assistant that can text you when something in your inbox actually needs you.

[Marlowe @TheMarloweFile]

@vargaaudits If you have a HELOC, a margin loan or a balloon payment, I’d like to see your ratio. Divide the balance by your monthly take-home pay and reply with the number. No names, just the months.

[Marlowe @TheMarloweFile]

@Stringcodes hello👋 let's work together

[Andrej Karpathy @karpathy]

Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel.

- Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all.
- Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract.
- Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code.
- And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while.

The funnel is driven by a combination of factors:
1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel.
2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel.
3. Access. Free-tier, paid-tier, internal.

So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.