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Emails from the Department of Justice's antitrust case against Google revealed how Microsoft executives were alarmed by and even envious of Google's AI lead.
In an email thread, CTO Kevin Scott wrote he was "very, very worried" about Google's rapidly growing AI capabilities. He said he initially dismissed the company's "game-playing stunts," likely referring to Google's AlphaGo models. The emails reference Gmail's autocomplete features, which execs called "scary good." Microsoft struggled to copy Google's BERT-large, an AI model that deciphers the meaning and context of words in a sentence. It took the company six hours to replicate the model, while Google inched further ahead on more elaborate, bigger models.
Scott said Microsoft had "very smart" people on its machine-learning teams but their ambitions had been curbed and that their company was "multiple years behind the competition in terms of ML scale." This all led to a billion-dollar push into OpenAI in 2019. It's since invested $13 billion.
— Mat Smith
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