"It may not matter much to OpenAI given its tremendous market momentum and what looks like a technology lead will endure with another model release. It will matter a lot to Microsoft. It is now carving out its own path in generative AI with OpenAI as a pillar, but not the only pillar."
Well put. I wonder if the internal devision, led by Suleyman, will be focusing on improving the core products more than leading the research inside Microsoft. Inflection has shown it can do it, with their models. But with OpenAI's technology becoming instantly available to Microsoft, due to the nature of their partnership, I wonder if Microsoft feels the need to match on that front and really push the frontier in-house in parallel. I also don't see Microsoft's Copilot products ran on Inflection models anytime soon.
"It may not matter much to OpenAI given its tremendous market momentum and what looks like a technology lead will endure with another model release. It will matter a lot to Microsoft. It is now carving out its own path in generative AI with OpenAI as a pillar, but not the only pillar."
Well put. I wonder if the internal devision, led by Suleyman, will be focusing on improving the core products more than leading the research inside Microsoft. Inflection has shown it can do it, with their models. But with OpenAI's technology becoming instantly available to Microsoft, due to the nature of their partnership, I wonder if Microsoft feels the need to match on that front and really push the frontier in-house in parallel. I also don't see Microsoft's Copilot products ran on Inflection models anytime soon.