Good morning. Today is a big day for the business of artificial intelligence with Microsoft reporting earnings after the bell.

Investors will be super keyed in to Microsoft’s capital expenditure, which last quarter hit a record $14 billion. We’ll have more on this for you tomorrow.

— Ian Krietzberg, Editor-in-Chief, The Deep View

In today’s newsletter:

AI for Good: Identifying stages of breast cancer tumors

There is a type of pre-invasive tumor — Ductal carcinoma in situ (DCIS) — that can sometimes progress into deadly forms of breast cancer. But since it is difficult for doctors to determine both the type and stage of DCIS tumors, patients are often overtreated. 

What happened: MIT researchers recently developed a machine-learning model that can identify the different stages of DCIS. 

Why it matters: Current tests to determine the stage of DCIS tumors are “too expensive to be performed widely,” according to the researchers. 

The researchers said that this technique is scalable.

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Apple delays artificial intelligence rollout to IOS

Bloomberg’s Mark Gurman reported Sunday that Apple is delaying its genAI rollout — known also as Apple Intelligence — a few weeks to October. 

The details: Bloomberg reported, according to anonymous sourcing, that Apple Intelligence will miss Apple’s big September IOS overhaul. It will instead roll out a few weeks later, to give the company time to fix bugs. 

Apple did not respond to a request for comment. 

Apple is among four Magnificent Seven tech giants reporting second-quarter earnings results this week. 

Watch: AI powers cars in tandem drifting experiment 

A Stanford research team, in collaboration with Toyota Research Institute, has created the first autonomous tandem drifting team. Their goal is to apply what they learn on the track to make all vehicles safer. 

But first, what is tandem drifting? Tandem drafting is a sport that’s kind of like pairs figure skating but in cars. The lead car drifts around a track, while a follow car has to mimic the lead car’s movements.

The details: In this scenario, both the lead car and the follow car — sometimes separated by no more than 10 inches — were driven, not by people, but by AI. 

Why it matters: “The things that we’ve been developing here can one day make the roads much safer for everybody,” Trey Weber, one of the engineers, said, referring to advanced driver-assist technology designed for help on slick, slippery roads.

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Google’s Olympics AI commercial highlights a big ethical question

In case you missed it, Google’s been running an ad for Gemini during the Olympics. 

The first half of the ad is super inspiring; a runner’s daughter is regularly training to become a track star. Her inspiration: the real-life Olympic track star Sydney McLaughlin-Levrone. 

But the second half of the ad starts like this: “She wants to show Sydney some love, and I’m pretty good with words, but this has to be just right. So Gemini, help my daughter write a letter telling Sydney how inspiring she is. And be sure to mention that my daughter plans on breaking her world record one day. She says ‘sorry, not sorry.’” 

We never see the drafted letter that Gemini generates in response to that prompt. But the idea is simple: “a little help from Gemini.” 

I tried out this prompt on Gemini, and here’s what I got: 

The idea of this, according to Shelly Palmer, a professor of advanced media at Syracuse University, is “disturbing.” 

The problem: Language, Palmer said, provides the framework for society’s shared reality. Think about it — different languages parse up the world in different ways. For example, ‘blue’ does not exist the way English speakers might expect in the Russian language; there are instead two separate words, one for light blue and one for dark blue. 

If everyone chose to communicate through chatbots in this manner, he said, “it is easy to imagine a future where the richness of human language and culture erode.”

This sends me back to an older question relevant to generative AI: what problem does it solve, and what is the cost-benefit analysis of the solution? 

In this instance, it seems that the ‘problem’ is emotive human communication (so, not really a problem). The cost of this solution, meanwhile, is plenty of outsized carbon emissions from an already over-stressed electrical grid. 

This is not the AI that has been promised. This is not a cure for cancer. This is not a silver bullet for climate change. 

This seeks to automate creative processes, rather than mundane processes. It seeks to cast the highest function of the human spirit as somehow out of reach of humanity. The dad can’t get the words “right,” but AI can. 

I worry about a world that is taught to process its own communication through an unthinking, unfeeling machine. I worry what will be lost. 

As Jane Rosenzweig, the director of the Harvard Writing Center, wrote: “the ad suggests that we outsource what really matters so that it will be ‘perfect,’ which seems like a way to make what really matters … matter less. Which is why I worry about outsourcing first drafts more generally, since that's where we're figuring things out.”

There is a way they could have done this that wouldn’t taste so bitter; a translation, perhaps, of a letter written in an obscure language. Literally, a “little” help from Gemini. I think the avenue Google chose to demonstrate how Gemini can be used is telling. 

A poll before you go

Thanks for reading today’s edition of The Deep View!

We’ll see you in the next one.

Your view on whether Apple can be trusted to develop AI responsibly:

Around a third of you believe that no Big Tech company can be trusted; around 20% of you said that Apple’s specific agreement with the White House still doesn’t make them trustworthy.

Only 15% of you trust Apple to develop AI responsibly following its agreement with the White House.

I trust Apple:

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