Dare Obasanjo5d ago

AI companies like OpenAI & Anthropic and Microsoft are increasingly at odds. Two key dynamics

1. AI companies want to commoditize cloud providers while cloud providers want the models to be interchangeable. Whoever commoditizes the other gets the profits.

2. Every white collar job AI kills is one less customer for Microsoft’s Office/Teams/etc.

Satya giving interviews criticizing AI companies is just the beginning.

https://www.wsj.com/tech/ai/microsofts-satya-nadella-we-cant-let-ai-giants-eat-the-economy-b9d33b9f?st=qw6QXi

Show threadPhil Wolff
@carnage4life Meanwhile, the flattening of the exponential AI model growth curve feels like the end of zero interest rate policy. Focus shifting to impact, outcomes, and making better bets than rivals.
Jun 22 at 12:43pmMastodon for Android