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I think they both want a future without each other. OpenAI will eventually want to vertically integrate up towards applications (Microsoft's space) and Microsoft wants to do the opposite in order to have more control over what is prioritized, control costs, etc.

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I think OpenAI is toxic. Weird corporate governmance shadiness. The Elon drama, valuations based on claims that seem like the AI version of the Uber for X hype of a decade ago (but exponentially crazier). The list goes on.

Microsoft is the IBM of this century. They are conservative, and I think they’re holding back — their copilot for government launch was delayed months for lack of GPUs. They have the money to make that problem go away.

Toxic indeed. It's douchebaggery, from its name to its CEO. They ripped off benefactors to their "non-profit," and kept the fraudulent "open" in the company name.

IBM of this century in a good way?

In this context, it’s not good or bad, it just is.

IBM of the early 1940s.

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