Here’s how the new Microsoft and OpenAI deal breaks down
… A day later, OpenAI announced it was bringing its latest AI models, Codex, and other tools to AWS — Microsoft’s biggest cloud rival. …
Search
Read OpenAI’s latest internal memo about beating the competition — including Anthropic
… It lowers adoption friction for AWS-native customers. 2: It strengthens our position with regulated and security-sensitive buyers by running inside their AWS environment and existing governance model. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… But the OpenAI play — and the pivot to AI generally — suggests a specific vision: The key place to make money isn’t training foundation models. The real money is inference, or using AI models to output results on data that isn’t in the training set. …