Comment by dbish
2 years ago
Also hard to say it’s really true. OpenAI is certainly, is Microsoft without OpenAI’s tech eating Google’s lunch?
2 years ago
Also hard to say it’s really true. OpenAI is certainly, is Microsoft without OpenAI’s tech eating Google’s lunch?
Given MSFT's level of investment in OpenAI, and all the benefits that accrue from it, they're one and the same.
It is yet to be seen if MSFT has actually gained a benefit. Maybe from marketing perspective it has insane potential to print big bucks, but it is a bit too soon to announce that the efforts to deliver Copilot (all tools+agents) far and wide was/is successful.
We'll get a definitive answer in a few years. Til then, OpenAI benefits from the $ value from their end of products, MSFT eats the compute costs, but also gets a stock bump.