OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29

https://podcast.aequitus.net/episodes/2026-04-29.html

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OpenAI vs. Amazon: cloud war reshapes enterprise AI — Apr 29

OpenAI missed its internal revenue and user targets for Q1 2026 while simultaneously breaking free of Microsoft's cloud exclusivity to land on Amazon Bedrock, reshaping enterprise AI distribution overnight. Alibaba's Damo Academy deployed its Coca AI model across more than 27,000 CT scans, outperforming radiologists in early colorectal cancer detection. Practitioners should watch GitHub Copilot's shift to token-based billing in June and DeepSeek's new model priced 97% below OpenAI's latest — both will force immediate cost recalculations.