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XiXiDu comments on Google may be trying to take over the world - Less Wrong Discussion
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Microsoft seems to focus on AI as well:
Q: You are in charge of more than 1000 research labs around the world.
What kind of thing are you focusing on?
Microsoft: A big focus right now, really on point for this segment, is artificial intelligence.
We have been very focused.
It is our largest investment area right now.