Absolutely insane to me the damage that multiple companies have done to themselves with their AI strategies.Meta spent BILLIONS hiring a bunch of people to make a new, top-tier AI research lab, and after only a few months it's worse than dead. Working there is currently like working at Sun Microsystems (which is still on the back of the Facebook sign out front, by the way). Like ancient historyMicrosoft tries to do something with Copilot, it fails, then they go all-in on AI in the OS, gets rejected, goes all-in with OpenAI, and now that relationship is completely adversarial. They basically need to start over. They're really starting to look like a company that sells Windows and Office, desperately trying to pretend to be not that, but in an AI wayWe're talking about hundreds of billions of dollars. For what?OpenAI has lit tons of money on fire too, but at least Sam has a vision. He's just doing fast-flux on different ideas to see what sticks, and the only question is whether he can…
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