🤖 Battle bots

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Tonight: The bots aren't ready to take over just yet. Plus: China and the US just can't quit each other. Let's get into it.

By Allison Morrow

🔍 BOT WARS

I can already feel it coming. The emails. The pitches. The explosion of buzzwords. This is going to be the year of "generative AI" the way 2012 was the year of Instagram. The way every year since 2017 has been the year of "blockchain revolution" or the "pivot to video."

No one is safe. Best to get clear-eyed and figure out what all the hype is about. After all, Google and Microsoft (and probably others) are now officially in the race to out-AI one another.

Here's the deal: Both Google and Microsoft have gone public with plans to use artificial intelligence to change how people search for information online.

(Yes, Bing still exists and Microsoft hopes AI can make it relevant again for the first time ever.)

Generative AI is the technology that underpins ChatGPT, the chatbot that's gotten everyone in the content-generation biz (hello!) all worked up since November.

Here's how it works: The bot draws on troves of information online to generate written responses to user prompts and queries. You need a quick summary of Crime & Punishment because you fell asleep trying to cram the last 400 pages in one sitting? ChatGPT has you covered. You need it to be 1,000 words? Done. You need it in the form of a villanelle, written from the perspective of the murdered pawnbroker? *beep-boop-beep-boop-beeeeep* No sweat.

So, how would it make search engines better?

My colleague Clare Duffy got to test out Microsoft's updated version of Bing, which combines elements of ChatGPT technology with the usual interface you'd expect from a search engine.

Rather than return just a list of relevant links, the new Bing creates written summaries of the search results, chats with users to answer additional questions, and can write emails based on the results.

Here's Clare:

I asked Bing to write me a five-day vegetarian meal plan. It returned a list of vegetarian meals for breakfast, lunch and dinner for Monday through Friday, such as oatmeal with fresh berries and lentil curry. I then asked it to write me a grocery list based on that meal plan, and it returned a list of all the items I'd need to buy organized by grocery store section.

OK, so that sounds useful... What else, Clare?

...The Bing chatbot also wrote me an email that I could send to my partner with that grocery list, complete with a "Hi Babe" greeting and "XOXO" closing.

Ugh that really sucks, Bing.

...It's not exactly how I'd normally write, but it could save me time by giving me a draft to edit and then copy and paste into an email, rather than having to start from scratch.

Ah. That makes sense.

The Microsoft event on Wednesday came just days after Google unveiled its new AI-powered chatbot, dubbed "Bard," which it hopes to make widely available "in the coming weeks," CEO Sundar Pichai wrote Monday.

What's the catch?

Oh, where to begin... *cracks knuckles*

The source material for these chatbots is none other than the internet itself. And, in case you missed it, the internet is full of garbage. Misinformation, dangerous ideologies, crime, Philadelphia Eagles fans ... Scary stuff.
The bots are also kinda dumb. Already, Google is being called out for a flaw in the demo it released for its Bard AI tool. Last month, tech news site CNET had to issue several corrections after using an AI-powered tool to help write dozens of stories. (I've said it once, I'll say it again: Everyone needs an editor.)
Plus, AI ethicists warn there are any number of other unintended consequences lurking. So far, these tech companies don't appear to have put up guardrails on the nascent technology, says Beena Ammanath, who leads Trustworthy Tech Ethics at Deloitte and is the executive director of the Global Deloitte AI Institute.
Key quote: The swift deployment of generative AI is like "building Jurassic Park, putting some danger signs on the fences, but leaving all the gates open," Ammanath told my colleague Oliver Darcy.
She continues: "The challenge with new language models is they blend fact and fiction. It spreads misinformation effectively. It cannot understand the content. So it can spout out completely logical sounding content, but incorrect. And it delivers it with complete confidence." (Dear God. It's the over-confident white man in bot form.)

Plenty of bugs have yet to be worked out. But Google, Microsoft and their rivals are still bullish.

"Although we are 25 years into search, I dare say that our story has just begun," said Prabhakar Raghavan, an SVP at Google. "We have even more exciting, AI-enabled innovations in the works that will change the way people search, work and play."

#️⃣ NUMBER OF THE DAY

7,000

Disney plans to cut 7,000 jobs, amounting to about 3% of its global workforce, as the newly reinstated CEO Bob Iger aims to reshape the company and cut billions in costs.

At the same time, Iger is rewarding Disney's shareholders by moving to reinstate the dividend that had been suspended under his predecessor.

🚢 FRENEMIES

President Biden didn't pull any punches when it came to China in last night's State of the Union. Days after shooting down a suspected Chinese spy balloon, Biden took a moment in a mostly domestic-focused speech to spike the football (without actually mentioning balloon-gate).

"Make no mistake: as we made clear last week, if China threatens our sovereignty, we will act to protect our country. And we did."

While noting the US seeks "competition, not conflict," Biden's speech escalated a diplomatic row that's been building for years between the world's two biggest economies and frenemies.

And yet, to look at the numbers, you'd hardly suspect there's anything wrong with the relationship between China and the United States.

See here: Trade between the United States and China hit a record high in 2022, with imports and exports of goods totaling more than $690 billion.

As my colleague Juliana Liu writes, that suggests the idea of "decoupling" — reducing mutual reliance — is more of a DC talking point than a reality.

"Supply chains are sticky, particularly those linked to China," Nick Marro, lead analyst for global trade at the Economist Intelligence Unit, told CNN.

Even though the US government wants to be less reliant on China — a desire made more urgent by the supply chain upheaval from the pandemic — the bottom line is still calling the shots here. "At the end of the day, most companies care more about getting their products to consumers on time," Marro said.

In other words: We need each other, like it or not.

According to analysts, Beijing has been working to rebuild, or at least stabilize, its diplomatic ties with the West. That's because its economy, once a powerhouse, has been drained by the government's strict, recently abandoned zero-Covid policy. China's economy expanded just 3% last year — one of its weakest in half a century.

Meanwhile, tens of billions of dollars in tariffs imposed on China by the Trump administration starting in 2018 have largely remained intact. Rather than rolling those back, Biden has quietly turned the screws.

WHAT ELSE IS GOING ON?

🔔 Breakfast at Taco Bell has been saved — and the chain has Pete Davidson to thank.

🚘 Uber reported strong revenue growth, defying a slowdown that has pummeled much of the rest of the tech sector.

🌍 Companies around the world are working to help with relief efforts in parts of Turkey and Syria that have been devastated by an earthquake this week.

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