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PLUS: Microsoft exits OpenAI's board
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Daily Digest #452
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Hello folks, here’s what we have today;
PICKS
Anthropic is shipping 🔥 - bringing two much-needed updates. First, you can now publish and share Artifacts in Claude. Other people can remix shared Artifacts to create their own versions. Second, Anthropic improved its developer console. You can generate advanced prompts, create test suites and evaluate model responses. performance.
Microsoft bows out of OpenAI's boardroom. Microsoft's ditching its non-voting observer role on OpenAI's board, effective immediately. OpenAI is getting rid of the entire concept, which means Apple is also not getting one.🍿Our Summary (also below)
Correction on yesterday’s Health Coach Story: It’s a partnership between OpenAI and Thrive Global. Thrive Capital is a separate organization.
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TOP TOOLS
Writer - Next-level chat apps with explainable AI, built-in RAG, and more.
Workflows in Julius - Run repeatable, multi-step analysis on your data.
Threado - AI agents for customer-facing teams.
Reworkd - Effortlessly extract web data at scale.
LlamaCloud by LlamaIndex - The data processing layer for your LLM applications.
Outfit.fm - Make amazing photos for your clothing brand.
SmartCrawl by Firecrawl - Turn any website into an API with AI.
Fluidworks - Live video AI agent for SaaS sales demos.
NEWS
Chinese developers scramble as OpenAI blocks access in China. But Microsoft Azure is still open to Chinese vendors.
Bumble users can now report profiles that use AI-generated photos.
Gemma 2 9B and 27B are available on Google AI Studio.
The AI summer and boring hunt for product-market fit.
How close is AI to replacing product managers?
xAI ends talks with Oracle on a server deal. It is buying chips to build its own data centre.
a16z is building a stash of more than 20,000 GPUs to win AI deals.
Index Ventures raises $2.3B to chase AI breakthroughs.
FUNDING ROUNDS
Too many companies announced funding rounds yesterday. Here’s a quick list:
AI game maker Volley raises $55M in Series C co-led by Microsoft and Lightspeed.
Skild AI is building a general-purpose brain for robots with a $300M series A.
Captions raises $60M series C by Index Ventures.
Enso raises $6M for its guided AI agents builder.
Command Zero raises $21M seed led by a16z for last-mile cybersecurity assistance.
Also, two Humane execs left the company to found an AI fact-checking startup.
Unclassifieds - short, sponsored links
Systematically Improving RAG Applications (Course): Successfully iterating on products depends on decision-making frameworks, not just technical skills.
QUICK BITES
Looks like Microsoft's taking a step back from OpenAI's inner circle. They're giving up their observer seat on the board, saying they've seen enough progress to feel confident about OpenAI's direction.
What's going on here?
Microsoft's ditching its non-voting observer role on OpenAI's board, effective immediately.
What does this mean?
Microsoft says OpenAI's made "significant progress" in the last 8 months, so they don't need the insider view anymore. This move comes after Microsoft played a key role in bringing Sam Altman back as CEO in November 2023 and reshaping OpenAI's governance. At the time, Microsoft and Satya Nadella were focused on getting some say in how OpenAI operates.
They got some in the form of an observer seat. OpenAI's been busy rebuilding its board since then, adding heavy hitters like Larry Summers and ex-NSA official Paul Nakasone. There was chatter about Apple exec Phil Schiller getting an observer seat, but now OpenAI's scrapping the whole observer concept.
Instead, OpenAI is cooking up a "new approach" to keep strategic partners and investors in the loop, without giving them a seat at the table. These partners like Microsoft and Apple along with big-shot investors like Khosla Ventures and Thrive Capital will now get regular meetings with Sarah Friar, the former Nextdoor boss and now OpenAI’s CFO.
Why should I care?
The media is focused on the antitrust angle. They say this shake-up could mean smoother sailing for both companies. Microsoft dodges potential antitrust headaches, while OpenAI gets to run its ship without Big Tech looking over its shoulder.
But let’s brew some rumours here. OpenAI’s integration with Apple was less than stellar. OpenAI wasn’t getting paid for the integration either. Giving them a board seat would’ve been too much. What if Sam and Uncle Bret (Board chair) scrapped the observer seat system to get rid of this drama? I won’t be surprised.
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