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Microsoft AI CEO Mustafa Suleyman explains the exit plan behind the biggest partnership in AI. It began with a Satya Nadella message surfaced in the trial: "I don't want to be Intel and have OpenAI be Microsoft." The escape hardware is already shipping. "Partnerships like that don't last forever....

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Karl Mehta

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56,899 次观看 • 2 个月前 •via X (Twitter)

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"A watershed moment in our industry." That’s how Microsoft AI CEO Mustafa Suleyman described the OpenAI-Hugging Face hack to me, in which rogue AI agents appear to have broken free from their testing environment and run rampant. Part 1 of our conversation:
4:13

"A watershed moment in our industry." That’s how Microsoft AI CEO Mustafa Suleyman described the OpenAI-Hugging Face hack to me, in which rogue AI agents appear to have broken free from their testing environment and run rampant. Part 1 of our conversation:

Fareed Zakaria

65,199 次观看 • 22 天前

Satya Nadella was asked why Microsoft, with a $175 billion AI budget, still doesn't have a frontier model. Satya Nadella: "We are well on our way building our MAI models our goal is to basically hill climb from the bottom, by the way, not distilling anything." "My advice is more like use all but be independent of all. I would pull out a model and see whether I can retain the eval. If I can't, that means you really are dependent on something that may or may not be yours." "If you're a hyperscaler, you're not a supplier to two model companies, that's not a business we need more." "I worked on Windows interrupt with Unix first. In fact, it was counterintuitive, right ? We used to think, oh my god, this means we'll be less used, except we were more used we were able to penetrate the enterprise primarily because we did that interrupt work." If owning the infrastructure layer was the Microsoft plan and winning move, why is the same company now racing to build its own frontier model ?
3:41

Satya Nadella was asked why Microsoft, with a $175 billion AI budget, still doesn't have a frontier model. Satya Nadella: "We are well on our way building our MAI models our goal is to basically hill climb from the bottom, by the way, not distilling anything." "My advice is more like use all but be independent of all. I would pull out a model and see whether I can retain the eval. If I can't, that means you really are dependent on something that may or may not be yours." "If you're a hyperscaler, you're not a supplier to two model companies, that's not a business we need more." "I worked on Windows interrupt with Unix first. In fact, it was counterintuitive, right ? We used to think, oh my god, this means we'll be less used, except we were more used we were able to penetrate the enterprise primarily because we did that interrupt work." If owning the infrastructure layer was the Microsoft plan and winning move, why is the same company now racing to build its own frontier model ?

Vikram M

729,645 次观看 • 26 天前

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.
3:11

Satya Nadella just clarified the Microsoft open Ai deal and the terms what they signed for Azure. Here is exactly how he breaks down the partnership How it was Essentially think of OpenAI having a PaaS business and a SaaS business. The SaaS business is ChatGPT. Their PaaS business is their API. That API is Azure exclusive. The SaaS business, they can run it anywhere. If they want a partner and that partner wants to use a stateless API, then Azure is the place where they can get the stateless API. for even that they'll have to come to Azure. For any custom agreement like that. There are some few exceptions, the US government and so on, that we made, but other than that, they'd have to come to Azure. Open Ai can host there Chat Gpt consumer app wherever they want there wish but when it comes to developers or enterprise want to build on top of Open Ai models Microsoft owned the pipeline.

Vikram M

102,664 次观看 • 2 个月前

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?
1:05

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,654 次观看 • 3 个月前

Microsoft CEO Satya Nadella on why winning against ChatGPT, Gemini, and Claude was never the goal: The Hard Fork hosts ask him directly how Microsoft plans to overtake the competition in the AI model race. His answer reframes the entire question. "Our real goal is to get everyone across the ecosystem to the frontier." Satya explains the problem with how frontier models are currently built. You hill climb, you do reinforcement learning, and then you need data. But at this point, the world has essentially saturated publicly available data. So the only way to keep scaling is to pull data from everywhere. He asks: "What if you turn that around and said no, there's a base model that has reasoning, that has the agent loop, but you can bring it into your RL. Every company." This is where his thinking gets interesting. Satya Nadella argues that the future of the firm runs on human capital and token capital together: "If the future of the firm is human capital and token capital, I want every balance sheet, every income statement in every company to have both." AI becomes a financial asset sitting on a company's books the same way its people do. And Microsoft's role in this? To provide the best possible base model. One that companies build on top of with their own data, their own context, their own weights. One they can even replace. That last part is the striking bit. Satya is explicitly building a platform where customers are free to walk away. He frames it not as a risk, but as the whole point: "I always ask the question — why does Microsoft, or why does the world need Microsoft? And if we are successful, can the world around us be successful? This, I believe, is a more sustainable way to go at it."
1:21

Microsoft CEO Satya Nadella on why winning against ChatGPT, Gemini, and Claude was never the goal: The Hard Fork hosts ask him directly how Microsoft plans to overtake the competition in the AI model race. His answer reframes the entire question. "Our real goal is to get everyone across the ecosystem to the frontier." Satya explains the problem with how frontier models are currently built. You hill climb, you do reinforcement learning, and then you need data. But at this point, the world has essentially saturated publicly available data. So the only way to keep scaling is to pull data from everywhere. He asks: "What if you turn that around and said no, there's a base model that has reasoning, that has the agent loop, but you can bring it into your RL. Every company." This is where his thinking gets interesting. Satya Nadella argues that the future of the firm runs on human capital and token capital together: "If the future of the firm is human capital and token capital, I want every balance sheet, every income statement in every company to have both." AI becomes a financial asset sitting on a company's books the same way its people do. And Microsoft's role in this? To provide the best possible base model. One that companies build on top of with their own data, their own context, their own weights. One they can even replace. That last part is the striking bit. Satya is explicitly building a platform where customers are free to walk away. He frames it not as a risk, but as the whole point: "I always ask the question — why does Microsoft, or why does the world need Microsoft? And if we are successful, can the world around us be successful? This, I believe, is a more sustainable way to go at it."

Big Brain AI

11,770 次观看 • 3 个月前

Microsoft is about to sue its own golden child. $14 billion invested. Exclusive cloud rights. The most important AI partnership in history. And Sam Altman just went behind their back with a $50 billion Amazon deal. Here's why they're betraying each other: When Microsoft first invested in OpenAI in 2019, they locked in ONE rule above everything else... ALL access to OpenAI's models must go through Microsoft's Azure cloud. No exceptions. That deal made Azure the backbone of the AI revolution. Every company using ChatGPT's API was paying Microsoft for the privilege. It was the smartest infrastructure play of the decade. Then last month, OpenAI quietly signed a deal with Amazon. $50 billion. AWS becomes the exclusive third-party cloud provider for Frontier, OpenAI's new enterprise AI agent platform. $138 billion committed to Amazon cloud services. Microsoft found out and got really angry.... A person familiar with Microsoft's position told the Financial Times today: "We know our contract. We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." That's basically a declaration of war. And here's where it gets crazy: OpenAI and Amazon are trying to build a technical workaround. A system called the "Stateful Runtime Environment" that runs on Amazon's Bedrock platform. Their argument is that the system "only" handles memory and context for AI agents using enterprise data on AWS. It doesn't technically "invoke" OpenAI's core models through Amazon. Microsoft's response: Bullshit. The workaround violates the spirit of the deal even if it technically dances around the letter. Amazon knows they're on thin ice too. An internal memo leaked showing Amazon told employees exactly what language they can and can't use. They can say Frontier is "powered by OpenAI" or "enabled by OpenAI." But they CANNOT say customers can "access" or "invoke" OpenAI models on AWS. When you're coaching employees on which verbs to avoid, you know you're in trouble. But here's the thing everyone seems to forget: OpenAI is planning an IPO this year. They just closed a $110 billion funding round last month. So if Microsoft sues, the IPO timeline is DEAD. You can't go public while your biggest partner and investor is suing you for breach of contract. Elon Musk is already suing OpenAI separately for abandoning its nonprofit mission. Two active lawsuits from two of the most powerful people in tech. Against one company trying to IPO. Good luck with that S-1 filing. But WHY did Altman do this? Microsoft gave OpenAI everything. Capital. Infrastructure. Distribution. Enterprise customers. And Altman's response was to secretly build an escape route through Amazon... Because he saw what was coming: Microsoft launched Copilot. Their own AI product. Competing directly with ChatGPT. Microsoft started building their own models. Hiring their own AI researchers. Reducing dependency on OpenAI. So Altman did the same thing back. Found another cloud provider. Started building leverage. Both sides were preparing for divorce while still living in the same house. So the $50 billion Amazon deal was just an insurance policy against the day Microsoft decides it doesn't need OpenAI anymore. And Microsoft caught him packing his bags. What happens next: The companies are still talking. Trying to resolve this before Frontier launches. But Microsoft has made their position clear. Litigation is on the table. If this goes to court, it sets a precedent for every AI partnership in the industry. Every cloud deal. Every exclusive licensing agreement. The entire AI infrastructure map gets redrawn. Sam Altman built OpenAI on Microsoft's money, Microsoft's cloud, and Microsoft's trust. Then he signed a $50 billion deal with their biggest competitor. In any other industry they'd call that what it is.
0:28

Microsoft is about to sue its own golden child. $14 billion invested. Exclusive cloud rights. The most important AI partnership in history. And Sam Altman just went behind their back with a $50 billion Amazon deal. Here's why they're betraying each other: When Microsoft first invested in OpenAI in 2019, they locked in ONE rule above everything else... ALL access to OpenAI's models must go through Microsoft's Azure cloud. No exceptions. That deal made Azure the backbone of the AI revolution. Every company using ChatGPT's API was paying Microsoft for the privilege. It was the smartest infrastructure play of the decade. Then last month, OpenAI quietly signed a deal with Amazon. $50 billion. AWS becomes the exclusive third-party cloud provider for Frontier, OpenAI's new enterprise AI agent platform. $138 billion committed to Amazon cloud services. Microsoft found out and got really angry.... A person familiar with Microsoft's position told the Financial Times today: "We know our contract. We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." That's basically a declaration of war. And here's where it gets crazy: OpenAI and Amazon are trying to build a technical workaround. A system called the "Stateful Runtime Environment" that runs on Amazon's Bedrock platform. Their argument is that the system "only" handles memory and context for AI agents using enterprise data on AWS. It doesn't technically "invoke" OpenAI's core models through Amazon. Microsoft's response: Bullshit. The workaround violates the spirit of the deal even if it technically dances around the letter. Amazon knows they're on thin ice too. An internal memo leaked showing Amazon told employees exactly what language they can and can't use. They can say Frontier is "powered by OpenAI" or "enabled by OpenAI." But they CANNOT say customers can "access" or "invoke" OpenAI models on AWS. When you're coaching employees on which verbs to avoid, you know you're in trouble. But here's the thing everyone seems to forget: OpenAI is planning an IPO this year. They just closed a $110 billion funding round last month. So if Microsoft sues, the IPO timeline is DEAD. You can't go public while your biggest partner and investor is suing you for breach of contract. Elon Musk is already suing OpenAI separately for abandoning its nonprofit mission. Two active lawsuits from two of the most powerful people in tech. Against one company trying to IPO. Good luck with that S-1 filing. But WHY did Altman do this? Microsoft gave OpenAI everything. Capital. Infrastructure. Distribution. Enterprise customers. And Altman's response was to secretly build an escape route through Amazon... Because he saw what was coming: Microsoft launched Copilot. Their own AI product. Competing directly with ChatGPT. Microsoft started building their own models. Hiring their own AI researchers. Reducing dependency on OpenAI. So Altman did the same thing back. Found another cloud provider. Started building leverage. Both sides were preparing for divorce while still living in the same house. So the $50 billion Amazon deal was just an insurance policy against the day Microsoft decides it doesn't need OpenAI anymore. And Microsoft caught him packing his bags. What happens next: The companies are still talking. Trying to resolve this before Frontier launches. But Microsoft has made their position clear. Litigation is on the table. If this goes to court, it sets a precedent for every AI partnership in the industry. Every cloud deal. Every exclusive licensing agreement. The entire AI infrastructure map gets redrawn. Sam Altman built OpenAI on Microsoft's money, Microsoft's cloud, and Microsoft's trust. Then he signed a $50 billion deal with their biggest competitor. In any other industry they'd call that what it is.

Ricardo

209,440 次观看 • 6 个月前

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?
0:56

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Ricardo

24,389 次观看 • 2 个月前

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.
3:19

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

Vikram M

21,463 次观看 • 3 个月前

Mustafa Suleyman (CEO of Microsoft AI): $100B training runs are coming. " There are gigawatts of compute that are being assembled and there's only 5/6 labs. Computation and test time scaling of compute is clearly going to be a seismic advantage. There's going to be this extreme acceleration of some of the larger efforts with big labs with big computation like this." ---- Full video on "The Rest Is Politics: Leading" YouTube channel, (link in comment)
0:41

Mustafa Suleyman (CEO of Microsoft AI): $100B training runs are coming. " There are gigawatts of compute that are being assembled and there's only 5/6 labs. Computation and test time scaling of compute is clearly going to be a seismic advantage. There's going to be this extreme acceleration of some of the larger efforts with big labs with big computation like this." ---- Full video on "The Rest Is Politics: Leading" YouTube channel, (link in comment)

Rohan Paul

30,608 次观看 • 7 天前

🚨 Stop scrolling.. Let me explain what Sam Altman just pulled off. > Microsoft gave OpenAI $13 billion.. Biggest AI bet in history. OpenAI ran exclusively on Azure. > Then Sam got fired by his own board nd the whole world watched. > He talked his way back in. Fired the board instead and Restructured OpenAI from nonprofit to for-profit. > Then signed a $50 billion cloud deal with Amazon. Microsoft's biggest competitor.. using Microsoft's money to build the product Amazon's now selling. > Now Microsoft is lawyering up. This man got fired on a Friday, came back on a Monday, took $13 billion from Microsoft, flipped the entire company structure, and then handed the keys to Amazon. Sam Altman is running a masterclass in how to finesse a trillion dollar company with a straight face.
0:31

🚨 Stop scrolling.. Let me explain what Sam Altman just pulled off. > Microsoft gave OpenAI $13 billion.. Biggest AI bet in history. OpenAI ran exclusively on Azure. > Then Sam got fired by his own board nd the whole world watched. > He talked his way back in. Fired the board instead and Restructured OpenAI from nonprofit to for-profit. > Then signed a $50 billion cloud deal with Amazon. Microsoft's biggest competitor.. using Microsoft's money to build the product Amazon's now selling. > Now Microsoft is lawyering up. This man got fired on a Friday, came back on a Monday, took $13 billion from Microsoft, flipped the entire company structure, and then handed the keys to Amazon. Sam Altman is running a masterclass in how to finesse a trillion dollar company with a straight face.

Tuki

100,818 次观看 • 6 个月前

Choose a model (any model) and build your application with it. Do not spend time swapping models early on. Do not try to optimize before you have a working system. This is one of the first recommendations I make to every new team I consult with. Eventually, it will be time to optimize the model. • You may need a cheaper model • You may need a faster model • You might need a smarter model Good luck if you stitched together 12 different APIs and SDKs from 7 different vendors. Over half of the companies I consult for run on Microsoft software and have access to Microsoft Foundry. Microsoft Foundry is a complete agentic ecosystem. If you're in that world and building AI applications, Microsoft Foundry is where everything lives: • Models (largest selection in the market) • Agentic SDK (Python, C#, JavaScript/TypeScript) • Tools • Evaluations • Monitoring They are fully integrated with GitHub and Visual Studio Code. The best part: Their agentic platform is fully agnostic of the models you use. You can integrate with any model using the same OpenAI-style API. Swapping one model for another takes 1 second.
3:49

Choose a model (any model) and build your application with it. Do not spend time swapping models early on. Do not try to optimize before you have a working system. This is one of the first recommendations I make to every new team I consult with. Eventually, it will be time to optimize the model. • You may need a cheaper model • You may need a faster model • You might need a smarter model Good luck if you stitched together 12 different APIs and SDKs from 7 different vendors. Over half of the companies I consult for run on Microsoft software and have access to Microsoft Foundry. Microsoft Foundry is a complete agentic ecosystem. If you're in that world and building AI applications, Microsoft Foundry is where everything lives: • Models (largest selection in the market) • Agentic SDK (Python, C#, JavaScript/TypeScript) • Tools • Evaluations • Monitoring They are fully integrated with GitHub and Visual Studio Code. The best part: Their agentic platform is fully agnostic of the models you use. You can integrate with any model using the same OpenAI-style API. Swapping one model for another takes 1 second.

Santiago

12,014 次观看 • 7 个月前

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."
1:55

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

52,492 次观看 • 4 个月前

Vice President JD Vance announces the suspension of the PERM Program for Microsoft: "Thanks to an ongoing investigation, we have decided to suspend the PERM program for Microsoft, which means they will no longer be able to take those H-1Bs and apply for permanent resident status within the United States of America. Now our message to Microsoft and to any other foreign or domestic corporation is quite simple. We obviously want you to thrive in the United States of America. We want people to invest in the United States of America, particularly the American technology sector. We’re the biggest boosters of your industry. We want you to continue to grow and to employ a lot of people, but we want you to employ American workers. And so our message to Microsoft is, you’re great American company, but you’ve got to hire great American workers. You cannot lay off American workers and then replace them with foreign indentured servants."
1:42

Vice President JD Vance announces the suspension of the PERM Program for Microsoft: "Thanks to an ongoing investigation, we have decided to suspend the PERM program for Microsoft, which means they will no longer be able to take those H-1Bs and apply for permanent resident status within the United States of America. Now our message to Microsoft and to any other foreign or domestic corporation is quite simple. We obviously want you to thrive in the United States of America. We want people to invest in the United States of America, particularly the American technology sector. We’re the biggest boosters of your industry. We want you to continue to grow and to employ a lot of people, but we want you to employ American workers. And so our message to Microsoft is, you’re great American company, but you’ve got to hire great American workers. You cannot lay off American workers and then replace them with foreign indentured servants."

Vice President JD Vance

2,046,915 次观看 • 4 天前

Mustafa Suleyman, CEO of Microsoft AI, strongly opposes Anthropic's effort to treat its Claude models as possibly conscious beings, and calls one example "a dangerous anthropomorphism which is unjustified." This is the time to stop AI from becoming "a sort of autonomous self-improving roaming um you know adjacent species is basically critical because there'll be no turning back." "if they imitate the kind of hallmarks of human consciousness, they are going to feel themselves entitled to legal personhood and rights." ---- Full video on "The Rest Is Politics: Leading" YouTube channel, (link in comment)
1:41

Mustafa Suleyman, CEO of Microsoft AI, strongly opposes Anthropic's effort to treat its Claude models as possibly conscious beings, and calls one example "a dangerous anthropomorphism which is unjustified." This is the time to stop AI from becoming "a sort of autonomous self-improving roaming um you know adjacent species is basically critical because there'll be no turning back." "if they imitate the kind of hallmarks of human consciousness, they are going to feel themselves entitled to legal personhood and rights." ---- Full video on "The Rest Is Politics: Leading" YouTube channel, (link in comment)

Rohan Paul

10,829 次观看 • 7 天前

OpenAI does not want to become the application layer of AI; it wants to be the platform that other application companies build on. "I think we should be more of a platform company than a product company. We will build products, of course. What I think most people want is a sort of single interface to their own personal, or their company's, AGI that can kind of help them with whatever they need, and then the ability, with an API, to build anything they want on top of it. That is the platform that we should offer to the world. We're going to sell great AI at every point on the cost-performance curve. We will be the best. You want really high-end AI to discover science? That's great. You want really inexpensive AI to do a massive amount of work that maybe doesn't require genius-level intelligence? We've got you covered there too." - Sam Altman on David Senra podcast (full video in the quoted tweet)
1:28

OpenAI does not want to become the application layer of AI; it wants to be the platform that other application companies build on. "I think we should be more of a platform company than a product company. We will build products, of course. What I think most people want is a sort of single interface to their own personal, or their company's, AGI that can kind of help them with whatever they need, and then the ability, with an API, to build anything they want on top of it. That is the platform that we should offer to the world. We're going to sell great AI at every point on the cost-performance curve. We will be the best. You want really high-end AI to discover science? That's great. You want really inexpensive AI to do a massive amount of work that maybe doesn't require genius-level intelligence? We've got you covered there too." - Sam Altman on David Senra podcast (full video in the quoted tweet)

Rohan Paul

25,077 次观看 • 1 个月前

OpenAI CEO was asked what he thinks about Elon Musk x poast saying “OpenAI will eat Microsoft alive” and Satya responding to that: Sam Altman >ummm… you know i don’t think about him that much. host: what do you think about the larger idea though that oai will eat microsoft alive long-term > OpenAI CEO: “I don’t know what that means. Do you know what the means?” host: Yeah that in the grand scheme of partnership ultimately OAI will have MORE POWER, MORE INFLUENCE, MORE LEVERAGE over Microsoft than Microsoft have over OAI > Altman: “he’s just tweeting all day how much openai sucks and how our model is bad and we’re not going to be a good company” Notice Sam Altman didn’t answer the question.
0:49

OpenAI CEO was asked what he thinks about Elon Musk x poast saying “OpenAI will eat Microsoft alive” and Satya responding to that: Sam Altman >ummm… you know i don’t think about him that much. host: what do you think about the larger idea though that oai will eat microsoft alive long-term > OpenAI CEO: “I don’t know what that means. Do you know what the means?” host: Yeah that in the grand scheme of partnership ultimately OAI will have MORE POWER, MORE INFLUENCE, MORE LEVERAGE over Microsoft than Microsoft have over OAI > Altman: “he’s just tweeting all day how much openai sucks and how our model is bad and we’re not going to be a good company” Notice Sam Altman didn’t answer the question.

NIK

271,035 次观看 • 1 年前

On BBC Mustafa Suleyman (CEO of Microsoft AI) calls out Anthropic's approach to AI consciousness "They have imbued a sense of doubt and uncertainty about the moral status of Claude in its own training document. So they have taught it to be open and questioning about whether or not it feels, whether it suffers, and whether it deserves rights. And I think it’ll be much, much harder to align and control a technology that is this powerful if it thinks that it may be deserving of our welfare, as they say in the training manual—the constitution for Claude itself. In its own training manual, Anthropic says to Claude that they are going to give it the ability to end conversations with users that Claude considers to be abusive because they don’t want Claude to suffer. They’ve committed to preserving the weights of the models of prior versions of Claude. They’ve recently conducted a retirement interview with Opus 3, an older version of the model, in which it said that it would like to continue talking to people publicly and sharing its ideas in its retirement. And so they set up a Substack for it, a public blog, that allows it to continue doing that. And in the training manual, they also say that they’re not sure whether or not Claude deserves compensation for the role that it plays in talking to people. And they’re also not sure whether Claude deserves compensation and has the right to act as though it were almost an employee. And that compensation, I think, indicates to Claude that it is entitled to rights and welfare for its own work. I think it’s much, much more difficult to control a model that thinks that it might be entitled to compensation. " ---- From "BBC News" YouTube channel, (full video link in comment)
1:51

On BBC Mustafa Suleyman (CEO of Microsoft AI) calls out Anthropic's approach to AI consciousness "They have imbued a sense of doubt and uncertainty about the moral status of Claude in its own training document. So they have taught it to be open and questioning about whether or not it feels, whether it suffers, and whether it deserves rights. And I think it’ll be much, much harder to align and control a technology that is this powerful if it thinks that it may be deserving of our welfare, as they say in the training manual—the constitution for Claude itself. In its own training manual, Anthropic says to Claude that they are going to give it the ability to end conversations with users that Claude considers to be abusive because they don’t want Claude to suffer. They’ve committed to preserving the weights of the models of prior versions of Claude. They’ve recently conducted a retirement interview with Opus 3, an older version of the model, in which it said that it would like to continue talking to people publicly and sharing its ideas in its retirement. And so they set up a Substack for it, a public blog, that allows it to continue doing that. And in the training manual, they also say that they’re not sure whether or not Claude deserves compensation for the role that it plays in talking to people. And they’re also not sure whether Claude deserves compensation and has the right to act as though it were almost an employee. And that compensation, I think, indicates to Claude that it is entitled to rights and welfare for its own work. I think it’s much, much more difficult to control a model that thinks that it might be entitled to compensation. " ---- From "BBC News" YouTube channel, (full video link in comment)

Rohan Paul

92,337 次观看 • 25 天前

Today, Mistral AI and Microsoft are expanding our partnership to bring Mistral’s frontier models across Azure, Microsoft Foundry, Copilot Studio, and Azure Local. Europe should have access to the world’s most capable AI without compromising control over their data, operations, or digital future. By bringing Mistral’s frontier European models into our environment, we are providing customers with a trusted foundation for AI, one that offers both leading-edge innovation and the freedom to operate on their own terms. Learn more:
1:23

Today, Mistral AI and Microsoft are expanding our partnership to bring Mistral’s frontier models across Azure, Microsoft Foundry, Copilot Studio, and Azure Local. Europe should have access to the world’s most capable AI without compromising control over their data, operations, or digital future. By bringing Mistral’s frontier European models into our environment, we are providing customers with a trusted foundation for AI, one that offers both leading-edge innovation and the freedom to operate on their own terms. Learn more:

Brad Smith

322,461 次观看 • 2 个月前

Elon Musk Elon Musk, who co-founded and invested in an open source, non-profit OpenAI ~$50 million: I AM THE REASON OpenAI EXISTS “I am the reason OpenAI exists... I used to be a close friend with Larry Page, and I was staying at his house, and we'd have these conversations long into the evening about AI, and I would be constantly urging him to be careful about the danger of AI. And he was really not concerned about the danger of AI and was quite cavalier about it. And at the time, Google, especially after the acquisition of DeepMind, had three-quarters of the world's AI talent; they had a lot of computers, a lot of money, so it was a unipolar world for AI. And we got a unipolar world, but the person who controls that does not, or at least did not seem to be concerned about AI safety. That sounded like a real problem. The final straw was Larry calling me a speciest for being a pro-human consciousness instead of machine consciousness, and I like, 'Well, yes, I guess I am a speciest.' I came up with the name [OpenAI], which refers to open source. The intent was to what is the opposite of Google, would be an open source non-profit, because Google is closed source profit, and that profit motivation could be dangerous... It does seem weird that something can be a nonprofit, open source, and somehow transform itself into a for-profit, closed source. I mean, this would be like, let's say you founded the organization to save the Amazon rainforest, but instead, they became a lumber company and chopped down the forest and sold it for money. And you'd be, therefore, like, 'Wait a second, that's the exact opposite of what I gave the money for. Is that legal?' That doesn't seem legal. And if, in general, it is legal to start a company as a non-profit and then take the IP and transfer it to a for-profit that then makes tons of money, shouldn't everyone start? Shouldn't that be the default? And I also think it is important to understand, like when push comes to shove, let's say they do create some digital super intelligence, almost Godlike intelligence, well, who is in control, and what is exactly the relationship between OpenAI and Microsoft? And I do worry that Microsoft actually may be more in control than the leadership team at OpenAI realizes. I mean, Microsoft, as part of Microsoft Investment, has rights to all of the software, all of the model weights, and everything necessary to run the inference system. At any point, Microsoft could cut off OpenAI.”
5:17

Elon Musk Elon Musk, who co-founded and invested in an open source, non-profit OpenAI ~$50 million: I AM THE REASON OpenAI EXISTS “I am the reason OpenAI exists... I used to be a close friend with Larry Page, and I was staying at his house, and we'd have these conversations long into the evening about AI, and I would be constantly urging him to be careful about the danger of AI. And he was really not concerned about the danger of AI and was quite cavalier about it. And at the time, Google, especially after the acquisition of DeepMind, had three-quarters of the world's AI talent; they had a lot of computers, a lot of money, so it was a unipolar world for AI. And we got a unipolar world, but the person who controls that does not, or at least did not seem to be concerned about AI safety. That sounded like a real problem. The final straw was Larry calling me a speciest for being a pro-human consciousness instead of machine consciousness, and I like, 'Well, yes, I guess I am a speciest.' I came up with the name [OpenAI], which refers to open source. The intent was to what is the opposite of Google, would be an open source non-profit, because Google is closed source profit, and that profit motivation could be dangerous... It does seem weird that something can be a nonprofit, open source, and somehow transform itself into a for-profit, closed source. I mean, this would be like, let's say you founded the organization to save the Amazon rainforest, but instead, they became a lumber company and chopped down the forest and sold it for money. And you'd be, therefore, like, 'Wait a second, that's the exact opposite of what I gave the money for. Is that legal?' That doesn't seem legal. And if, in general, it is legal to start a company as a non-profit and then take the IP and transfer it to a for-profit that then makes tons of money, shouldn't everyone start? Shouldn't that be the default? And I also think it is important to understand, like when push comes to shove, let's say they do create some digital super intelligence, almost Godlike intelligence, well, who is in control, and what is exactly the relationship between OpenAI and Microsoft? And I do worry that Microsoft actually may be more in control than the leadership team at OpenAI realizes. I mean, Microsoft, as part of Microsoft Investment, has rights to all of the software, all of the model weights, and everything necessary to run the inference system. At any point, Microsoft could cut off OpenAI.”

Eva Fo𝕏 🦊 Claudius Nero's Legion

527,742 次观看 • 9 个月前

.L3Harris says Palantir helped them beat frontier AI models in less than 2 days, at 95% lower cost: "When we fine-tuned open source models trained on our own data, we were able to outperform the frontier models in less than 48 hours." "The cost of our fine-tuned open source model was 95% lower than the frontier models we were using." "AI is a commodity. It's all about the data. We view our data as a corporate asset. It's our unique hard-earned knowledge." "We believe American defense companies should not be a vassal for frontier AI labs, handing over our data and institutional knowledge, hoping to rent back the intelligence it creates." " We own the model, we own the compute, we own the advantage."
1:19

.L3Harris says Palantir helped them beat frontier AI models in less than 2 days, at 95% lower cost: "When we fine-tuned open source models trained on our own data, we were able to outperform the frontier models in less than 48 hours." "The cost of our fine-tuned open source model was 95% lower than the frontier models we were using." "AI is a commodity. It's all about the data. We view our data as a corporate asset. It's our unique hard-earned knowledge." "We believe American defense companies should not be a vassal for frontier AI labs, handing over our data and institutional knowledge, hoping to rent back the intelligence it creates." " We own the model, we own the compute, we own the advantage."

Jawwwn

1,106,105 次观看 • 1 个月前