… Link: AWS and OpenAI announce expanded partnership to bring frontier intelligence to the infrastructure you already trust | https://www.aboutamazon.com/news/aws/bedrock-openai-models | Amazon News
… A month after Scott’s “thoughts on OpenAI” email, Microsoft announced a $1 billion investment in OpenAI. Nearly seven years on, the close partnership-turned-situationship has led to OpenAI renegotiating its deal with Microsoft to bring its AI models, Codex, and other tools to AWS. …
… All this points toward Microsoft’s AI future as a mix of models developed internally and by OpenAI, Anthropic, and others. It leaves Microsoft and OpenAI with a partnership that’s a lot more about finances than close collaboration on the future of AI. …
… As customers run more workflows through the system, OpenAI becomes harder to replace and more central to how work gets done. That is how we move from product vendor to operating infrastructure. 3. Expand the market through Amazon Our Microsoft partnership has been foundational to our success. …
… That never quite happened, but OpenAI did tell its employees last month that its deal with Microsoft had “also limited our ability to meet enterprises where they are — for many that’s Amazon Bedrock.” Microsoft’s renegotiated deal with OpenAI allows the AI startup to bring its models, Codex, and ot… …
… Also there’s a lawsuit from Elon Musk over OpenAI’s for-profit arm that — if Musk wins — may threaten its public offering. This degree of chaos does not inspire confidence in Altman’s management skills. And OpenAI, like all AI labs, is a money furnace. …
… Are you engaged with OpenAI or Anthropic or xAI or Meta? We’re not directly engaged with OpenAI or Anthropic. We certainly have done a fair amount of work with Meta through the years and most of the hyperscalers and more on the product side. …