Hi, I really enjoyed this writeup. I witnessed the launch of Xbox first hand from my time in the games industry, and Microsoft is willing and certainly able to invest in things they care about. The current AI investment strategy seems like a return to form. I am very interested in your take on the 'doomed to fail' partnership with OpenAI and how that plays out. They were quick to react to the turmoil at OpenAI, but perhaps they were primed for action as the email exchange you shared indicates.
Thanks for the read! In relation to AI, Msft is diversifying away by using other models (meta, xAI). OAI itself is diversifying away from Azure as its cloud provider.
If anything happens, Msft definitely is in a superior position in terms of diversity in products to apply AI. They are also capable of developing own models and detaching from OAI. The initial investment probably looks like a call option.
Hi, I really enjoyed this writeup. I witnessed the launch of Xbox first hand from my time in the games industry, and Microsoft is willing and certainly able to invest in things they care about. The current AI investment strategy seems like a return to form. I am very interested in your take on the 'doomed to fail' partnership with OpenAI and how that plays out. They were quick to react to the turmoil at OpenAI, but perhaps they were primed for action as the email exchange you shared indicates.
Thanks for the read! In relation to AI, Msft is diversifying away by using other models (meta, xAI). OAI itself is diversifying away from Azure as its cloud provider.
If anything happens, Msft definitely is in a superior position in terms of diversity in products to apply AI. They are also capable of developing own models and detaching from OAI. The initial investment probably looks like a call option.