Microsoft's AI Doc is Much Better Than Your Doctor, A Deep Dive Into Oracle's Courage and More...
The practice of medicine will be reinvented -- and I hope it will democratize vital expertise in our world...
Yesterday I had lunch with brilliant young CEO who asked me, “Why are you optimistic about AI?” My answer was simple — GenAI/AI is codifying more and more expertise and it will unleash a tide of innovation and service reinvention and discovery that we have never seen before. Microsoft’s research shows an amazing ability to improve medical diagnosis well about 80%. See their illustration below. The cost of increased accuracy can be substantial and a game of diminishing returns, but the costs of inference will come down rapidly and I’m optimistic we are all going to have a doc in our pocket, and that’s a beautiful thing.
In other news, our friends at SemiAnalysis do another great job of analyzing Oracle’s powerful position in cloud and the big bets they took to get there, expense management is getting automated, and some are warning about the dangers of long context windows…
Good Morning, GAI Insights Community!
If you missed us today, watch today's show on YouTube. Join the fun! Watch and comment on our Live feed on Linkedin or YouTube. We post articles for the daily briefing here so you can follow along and comment. Today there were 2 Important, and 4 Optional articles.
The Path to Medical Superintelligence
Rating: Important (Essential for Medical Diagnostics)
Rationale: Microsoft’s research showcases a generative AI system capable of diagnosing complex medical cases with accuracy and cost-efficiency significantly outperforming human doctors. Our analysts noted its potential to commoditize elite diagnostic expertise and transform clinical healthcare, though its broader relevance across industries was only briefly hinted at.
How Oracle Is Winning the AI Compute Market
Rating: Important
Rationale: This article outlines how Oracle, once sidelined in the cloud race, is now gaining market share in AI compute by targeting underserved segments and forging strategic deals, including with ByteDance. Our analysts emphasized Oracle's emergence as a strong alternative to hyperscalers and the implications of this shift for AI infrastructure leaders.
Announcing the Open Source Release of the ERNIE 4.5 Model Family
Rating: Optional
Rationale: Baidu has released its ERNIE 4.5 family of multimodal large language models, adding new open-source competition in the Chinese AI ecosystem. While it signals Baidu's push into generative AI, our analysts categorized it as a product announcement with limited immediate impact beyond the regional market.
Releasing Five Open-Weights Models
Rating: Optional
Rationale: Arcee released a set of smaller, open-weight generative AI models trained for specific verticals under an open-source license. Despite technical merit and licensing appeal, our analysts saw it as a product announcement lacking broader strategic significance.
Brex reimagines spend management with Claude in Amazon Bedrock
Rating: Optional
Rationale: Brex leveraged Claude via Amazon Bedrock to develop software to overhaul expense management systems, highlighting efficiency gains through AI automation. Our analysts saw this as a typical vendor case study with unverified claims and limited applicability outside Brex’s product offering.
How Long Contexts Fail
Rating: Optional
Rationale: This article discusses pitfalls in using long context windows in large language models, including issues like context poisoning and confusion. While it introduced useful framing, our analysts noted it offered little new technical insight and served more as cautionary advice than strategic guidance.
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Enjoy,
John Sviokla, Paul Baier and our analysts Luda Kopeikina, Adam Rappaport and Amanda Fetch.