Here comes OpenAI’s generative AI app store, and consolidation quickens in cybersecurity
Silicon Valley returned to work slowly and reluctantly following the holidays, starting about Wednesday based on the volume of story pitches sent to me, but there was still plenty of news.
Not surprisingly, artificial intelligence, which never seems to take a vacation, led the way. OpenAI is about to open a ChatGPT store — AI app store, here we come. Intel’s looking to join the generative AI fray with a software platform. And Perplexity AI got some big funding to take on Google in search with a gen AI interface.
Consolidation also appears to be quickening in cybersecurity, with several acquisitions announced. And layoffs kept coming, from Xerox and Orca Security.
You can hear more about that and other news and analysis, a sampling of which is below, in John Furrier’s and Dave Vellante’s theCUBE Podcast, out now on YouTube. Also, check out Dave Vellante’s latest weekly technology deep dive Breaking Analysis, coming Saturday.
AI and big data
Ace analyst Tony Baer of dbInsight lays down what he thinks is coming in all things data this year, and no surprise: AI dominates: Data 2024 outlook: Data meets generative AI. More specifically, he’s predicting a Cambrian explosion of smaller, fit-for-purpose foundation models to avoid the problems of large language models. But there’s a whole lot more here, so it’s worth reading the piece in detail, especially ahead of our next Supercloud event on Feb. 13, which will focus on data and AI.
Can Intel do AI software? It’s giving it a whirl: Intel forms independent enterprise generative AI software firm Articul8 AI
It’s not all hype: OpenAI’s annualized revenue reportedly tops $1.6B And now it has a potential app store ready: OpenAI reportedly plans to launch its GPT Store next week
Another big bet on the reinvention of search. Given Google’s AI chops and its recognition of an existential threat to search from generative AI, it’s a risky bet. But when has that stopped VCs? Generative AI search engine Perplexity AI raises $74M at $520M valuation
Sign o’ the times: Microsoft to introduce dedicated Copilot keyboard key for Windows 11 devices
In the enterprise, around the cloud
David Strom analyzes the prospects of open-source software as layoffs at big and small tech companies slash the number of people working on critical projects: The changing economics of open-source software
And Zeus Kerravala looks at Cisco’s brightening picture, assuming it can continue its drive to integrate its offerings, such as its networking and cybersecurity clouds: Looking ahead to Cisco Systems’ prospects in 2024
That’s a lot of excess inventory, somebody didn’t have their eye on the ball: Mobileye shares plunge on projected 50% drop in first-quarter revenue
And the flipside of the U.S. chipmaking push: Microchip Technology gets $162M in U.S. government funding to boost domestic chip production
2024 kicks off with lots of M&A action:
And in other cops ‘n’ robbers cyber news:
Elsewhere around tech
Comings and goings
Cloud architect, cartoonist and musician Forrest Brazeal is leaving Google Cloud after two-and-a-half years to do… something new.
Swiss computer scientist Professor Niklaus Wirth, who created the Pascal programming language, died Jan. 1 at age 89.
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