Discussion

• @mustafasuleyman Mustafa Suleyman on x

  I'm excited to announce that today I'm joining @Microsoft as CEO of Microsoft AI. I'll be leading all consumer AI products and research, including Copilot, Bing and Edge. My friend and longtime collaborator Karén Simonyan will be Chief Scientist, and several of our amazing...

• @alexrkonrad Alex Konrad on x

  A bit more detail on the Inflection / Microsoft news: sources tell me at @Forbes that there's an undisclosed financial component to Inflection's licensing its API to Microsoft, providing a path for Inflection investors to be made whole over time. https://www.forbes.com/...

• @krishnanrohit Rohit on x

  Oh wow I'd forgotten that Microsoft led the $1.3b investment into Inflection, and Reid sits on Microsoft board.

• @ppppp1245688 @ppppp1245688 on x

  Satya really is getting the best of both worlds. He and his team are bigger master minds then we thought. Which makes them not having a board seat on Open AI much weirder.

• @mrinaldesai @mrinaldesai on x

  Using my mind deeply to analyze if it would benefit Google to rebrand to https://pich.ai/ #ai #h100

• @jason @jason on x

  Satya runs this town [image]

• @mikeisaac Rat King on x

  look i dont know shit about shit but if i am one of inflection's investors id be pretty mad right now [image]

• @satyanadella Satya Nadella on x

  Welcome to Microsoft, @mustafasuleyman. Thrilled to have you lead Microsoft AI as we build consumer AI, like Copilot, that is loved by and benefits people around the world.

• @mhbergen Mark Bergen on x

  “In recent months, Inflection had talks with multiple investors about raising additional funds” https://www.bloomberg.com/...

• @pmarca Marc Andreessen on x

  1) What

• @alexeheath Alex Heath on x

  interesting take from Perplexity CEO @AravSrinivas on the talent wars in AI right now https://www.theverge.com/... [image]

• @benioff Marc Benioff on x

  Proof point #1: @inflectionAI fail. 😢

• @elonmusk Elon Musk on x

  @Benioff @inflectionAI Extreme scale and access to unique data are essential for an AI company

• @mgsiegler M.G. Siegler on x

  Men will literally hire all the employees of a company instead of acquiring the company.

• @mgsiegler M.G. Siegler on x

  I'm glad that Microsoft, having narrowly avoided a messy situation with OpenAI just four months ago, found a new and unique way to create a messy situation.

• @nealkhosla Neal Khosla on x

  this inflection thing is honestly wild. they raised 1.3B 9 months ago from MSFT and were founded less than 2 years ago. and the CEO just bailed. to go work at MSFT. is there any historical precedent for this? story has to be more complex than what meets the eye.

• @marvinvonhagen Marvin von Hagen on x

  At this rate, Satya will next acquire a majority stake in NVIDIA and hire Steve Jobs as head of MS Office

• @andreweduffy Andrew Duffy on x

  If your founder raises $1.3B and then walks away just a few months later, methinks things are REALLY not going well.

• @contentnow Martine Paris on x

  Inflection AI raised $1.3B a year ago to build ChatGPT-rival Pi and AI agents to take over the world

• @chadmhako Chad Mhako on x

  Dropped out from Oxford at 19, built successful companies, successfully exited $$$. Now CEO of Microsoft AI. Iweeeeee!!!!

• @davidondrej1 David Ondrej on x

  this mans just launched a $4B startup, built the world's biggest AI cluster, launched a top-tier LLM and then dipped ... what?

• @danielmerja @danielmerja on x

  This is one of those scratching my head moments in my life where i question the reality of everything and everyone. Founded in 2022, raised $1.5B and the CEO leaves the company to be CEO of another company's AI department. I don't know what to make of it. Late stage investing is.…

• @nathanwchan Nate Chan on x

  @mustafasuleyman @Microsoft The 22k h100s are gonna end up getting owned by Microsoft, aren't they... [image]

• @ericnewcomer Eric Newcomer on x

  I don't get how Bloomberg interviews Nadella and Suleman and doesn't have anything about what they have to say about the terms for inflection shareholders... and the word antitrust does not appear

• @ericnewcomer Eric Newcomer on x

  Between OpenAI and now Inflection leadership hiring + simultaneous Inflection partnership, it feels like there's some expert antitrust avoidance on the part of Microsoft going on here.

• @zsk Zoe Kleinman on x

  The defection of Deepmind co-founder Mustafa Suleyman from Google to Microsoft is fascinating. I know I keep saying this but Google just doesn't seem to be able to find its groove in the AI race, despite having solid tech, world class expertise, infrastructure, data access and a.…

• @varunkrish Varun Krishnan on x

  Few months back during the Open AI saga and board room battle , @satyanadella offered the role of leading Microsoft AI division to @sama but he went back to @OpenAI and looks like they have found the right person to run it. Google Deepmind Co-founder @mustafasuleyman joins MSFT

• @8teapi @8teapi on x

  Inflection Deal > too much capital and talent needed for next generation > no real way to exit > Reid Hoffmann looking to engineer an acquihire > MSFT unwilling to bite at $4 bil > so they engineered an earn-out deal > allowing founders and research team to leave > investors... […

• @toddbishop @toddbishop on x

  New: @Microsoft names DeepMind and @inflectionAI co-founder and former Google exec @mustafasuleyman as its new CEO of AI https://www.geekwire.com/... via @GeekWire

• @tomwarren Tom Warren on x

  Google employees not holding back at the Microsoft AI hiring news 🫨

• @tomwarren Tom Warren on x

  big Microsoft news today. Microsoft has a new AI division and Google DeepMind co-founder Mustafa Suleyman is joining as Microsoft AI CEO. Suleyman will oversee Microsoft's entire consumer AI efforts, including Copilot, Bing, and Edge. Full details below 👇 https://www.theverge.com…

• @luke_metro @luke_metro on x

  What do you call the point in the AI cycle where CEOs of $4B companies want to work for Microsoft instead? [image]

• @tekbog @tekbog on x

  someone stop Microsoft

• @wireless_anon @wireless_anon on x

  cheap H100s about to flood the market

• @nonmayorpete Pete on x

  Q: What's Inflection's plan as a business? A:

• @jacobaustin132 Jacob Austin on x

  Always good to know you can be fired from Deepmind for being an asshole, abandon your $$ startup, and still get hired as a Microsoft VP!

• @trace_cohen Trace Cohen on x

  Woh he just raised $1.3B in June 2023 and already left inflection...? It was led by Microsoft, Reid Hoffman, Bill Gates, Eric Schmidt and new investor Nvidia What's going on? [image]

• @hnadim87 Hussain Nadim on x

  This was expected, but this soon?

• @ruskin147 Rory Cellan-Jones on x

  Wow, huge news from DeepMind cofounder. Underlines how much momentum has shifted from Google to Microsoft in AI

• @clementdelangue Clem on x

  I've said it and will say it again. Concentration of power is the biggest risk in AI!

• @om @om on x

  The most obvious story is that like Deepmind, Inflection could build amazing tech, raise a mountain of money, but wasn't able to figure out a “business” model around AI. In fact that is the real question of 2024-2025: not which model is the biggest.

• @lexnfx Alexei Oreskovic on x

  MSFT/Suleyman is wild on so many levels 1. Is it acquihire or acquisition? (bbg story glosses over this nontrivial antitrust issue) 2. Inflection cofounder Reid Hoffman is on MSFT board 3. Oh btw, RIP Pi, the hyped and well-funded chatbot. That can't bode well for AI boom.

• @stevenoverly Steven Overly on x

  This is a big transition in the AI world: Mustafa Suleyman leaving Inflection AI for Microsoft. We interviewed Suleyman back in September on the @POLITICO Tech podcast about AI risks and regulation. Give that a listen here: https://politico-tech.simplecast.com/ ...

• @alex @alex on x

  when u cannot acquihire, instead offer a massive new company inside ur big company

• @kosenjuu Sandrone on x

  Microsoft technical interview in 2024 be like: raise a billion dollars

• @artificialguybr @artificialguybr on x

  wow the Inflection PI guy will be the Microsoft AI Ceo.

• @hbou Hassan on x

  Is the correct title « Microsoft bought @inflectionAI » And to prevent gov oversight they word it differently

• @riptari @riptari on x

  Fancy that! 🫣

• @arjunram Arjun Ram on x

  Everyone else - Checkers! Satya - Chess! Diversification in full swing.

• @om @om on x

  Obvious story staring in the face: 1. Greylock connection. 2. Reid Hoffman connection. I mean it's all hunky dory. Right?

• @tomosman Tom Osman on x

  Wow. Satya busted out the $$$.

• @nickadobos Nick Dobos on x

  A new Microsoft Ai devision!!! [image]

• @amir Amir Efrati on x

  wow — @mustafasuleyman of Inflection, formerly DeepMind/Google, is going to microsoft to head up consumer AI efforts, per @aaronpholmes

• @curious_vii Christian on x

  Woah [image]

• @kylebrussell Kyle Russell on x

  This is the kind of weird stuff that happens when Microsoft can't just acquire your company because of the regulatory climate

• @dinabass Dina Bass on x

  Nadella let OpenAI CEO Sam Altman know about Suleyman and the Inflection team joining Microsoft yesterday.

• @shiringhaffary Shirin Ghaffary on x

  Major scoop from @dinabass. MSFT is hiring DeepMind co-founder Mustafa Suleyman and most of Inflection's staff to build out its consumer AI products

• @dinabass Dina Bass on x

  Most of Suleyman's team at Inflection AI will also be joining Microsoft, while the rest of Inflection pivots to focus on selling to businesses. Inflection obviously competes with OpenAI but Nadella says Microsoft is “very committed” to OpenAI relationship.

• @seyitaylor @seyitaylor on x

  Satya is operating at a different level.

• @sundeep Sunny Madra on x

  Woah.

• @parkerortolani Parker Ortolani on x

  holy smokes

• @bigtechalert @bigtechalert on x

  🆕 @yusuf_i_mehdi has started following @mustafasuleyman [image]

• @dinabass Dina Bass on x

  Microsoft is hiring Google DeepMind Co-Founder Mustafa Suleyman to oversee its consumer AI products. I talked to Satya Nadella and Suleyman about his new role https://www.bloomberg.com/...

• r/singularity r on reddit

  Microsoft Hires DeepMind Co-Founder Suleyman to Run Consumer AI

• @daveleebbg Dave Lee on threads

  When is an acquisition not an acquisition?  When it's ... whatever this is

• @joefenton Joe Fenton on x

  Excited to share that I'm joining Microsoft with Mustafa and Karen. We're going to ship some very cool products. Will share more later. https://blogs.microsoft.com/ ...

• @laurengoode Lauren Goode on x

  When I spoke with @mustafasuleyman on our WIRED podcast last year, he indicated he was happiest building within startups. Now, I guess, Microsoft AI will be a “startup” within the giant corporation of...Microsoft https://blogs.microsoft.com/ ... [image]

• @alewkowycz @alewkowycz on x

  Will be joining Microsoft AI to build the next generation of consumer AI!!! 🚀🚀

• @zck Zak Kukoff on x

  Tired: Zuck-style mega acquisitions Wired: Satya-style talent raiding

• @amitfulay Amit Fulay on x

  huge get for @Microsoft Satya is the AI Grand chessmaster :-) https://blogs.microsoft.com/ ...

• @0interestrates Rahul on x

  satya unstoppable [image]

• r/singularity r on reddit

  Mustafa Suleyman, DeepMind and Inflection Co-founder, joins Microsoft to lead Copilot

• @jjackyliang Jacky on threads

  Wait, so Inflection is done for??

• @reidhoffman Reid Hoffman on x

  It's a good day for everyone involved in @inflectionAI. I am excited to work with incoming CEO @seanwhite, who's been a friend and colleague for more than 20 years. Under Sean's leadership, Inflection will continue on its mission and will reach more people than ever by making its…

• @mhbergen Mark Bergen on x

  The list of seed investors in Inflection AI is marvelous Reid Hoffman, Bill Gates, Eric Schmidt, Mike Schroepfer, Demis Hassabis, https://will.i.am/

• @basedalexandoor @basedalexandoor on x

  In another universe this could've been sam and greg

• @willdepue Will Depue on x

  kind of strange? seems like a weird move but don't know the context

• @wagieeacc Martin Shkreli on x

  yikes lol mark to zero

• @cis_female Sophia on x

  Looks like inflection is dead. Not enough users? [image]

• @krishnanrohit Rohit on x

  Also, “Inflection, a rival of Microsoft's key AI partner OpenAI, is exiting its Pi consumer chatbot effort and shifting to selling AI software to businesses.” ... Especially after Pi was boasting about 1m DAUs and huge time-on-chat for the users like a few weeks ago?

• @krishnanrohit Rohit on x

  Wait, what happened to Inflection!? [image]

• @paulroetzer Paul Roetzer on x

  Wow. @mustafasuleyman leaving Inflection to start Microsoft AI (isn't this what @sama and @gdb were going to do?). Didn't see that one coming. “Our plan going forward is to lean into our AI studio business...”

• @inflectionai @inflectionai on x

  We're also announcing some important changes to the business, including the company leadership. The next chapter for Inflection starts today.

• @inflectionai @inflectionai on x

  Inflection 2.5 will soon be available by API! Our mission is to create a personal AI for everyone. To accelerate this, we are excited to announce that we are giving everyone access to our best models AND our world-class finetuning tools to be able to create incredible, high EQ...

• @inflectionai @inflectionai on x

  Today at Inflection we are announcing some important updates. A new phase for the company begins now. Read more here: https://inflection.ai/...

• @kylebrussell Kyle Russell on x

  Inflection investors and early employees kinda got rug pulled

• r/LocalLLaMA r on reddit

  Two of three Inflection AI co-founders are leaving to form a new Microsoft AI division

• @garymarcus Gary Marcus on x

  Inflection: Investors will make only a small profit ("investors they will fully recoup their investment, and more"), “company struggled to find an effective use-case or business model for its consumer product”. “Microsoft is not buying any assets, only hiring workers” Not a big..…

• @pitdesi Sheel Mohnot on x

  Microsoft is making the Inflection shareholders whole via a licensing deal... and they still keep their shares in Inflection, which is an ongoing concern. This whole thing is a regulation dodge to get around the sad state of M&A at the moment. [image]

• @amir Amir Efrati on x

  The Microsoft-Inflection deal is pretty, pretty strange. https://www.theinformation.com/ ... [image]

• @alexrkonrad Alex Konrad on x

  @amir when we first reported this earlier today, our understanding was that this won't happen immediately, but as a potential outcome over time, too

• @mikeisaac Rat King on x

  lot of face-saving and “we dont want to look like the bad guys” details leaking out in the past few hours what a weird situation all around

• @mindthelongterm Enrique Moctezuma on x

  Greylock got the bag back and is reloaded.

• @shiringhaffary Shirin Ghaffary on x

  New details from me on the state of Inflection: -The company will keep its proprietary tech -Licensing its model to MSFT, potentially others as it shifts to B2B biz -Investors will be made whole, according to a source https://www.bloomberg.com/...