Re:Satya Nadella is reportedly worried about an OpenAI deal ...
by alephnerd on Friday May 31, 2024 @06:38PM
(#40541062)
To give to context into this (with friends at Azure and competitors), MS has been heavily pushing LLMs for Enterprise SaaS usecases like Code Completion, Automated SOC, Auto-Remediation, Automated Asset Labeling, etc. It's been a major factor in driving Azure sales recently due to Azure OpenAI Services and multiple other features that are a reskin around OpenAI products.
An Apple dedicated deal means MS roadmap items will become much more tenuous, as MS's product priorities and timelines will begin clashing with Apple's.
Already MS competitors like Databricks, Snowflake, Crowdstrike, SentinelOne, Google, etc are all releasing product lines that touch on these usecases and are doing so by building their own in-house models.
MS's biggest moat in the Enterprise space recently has been it's partnership w/ OpenAI, which forced all the other competitors to spend 2-3 years building in-house models and teams.
An Apple dedicated deal means MS roadmap items will become much more tenuous, as MS's product priorities and timelines will begin clashing with Apple's.
Already MS competitors like Databricks, Snowflake, Crowdstrike, SentinelOne, Google, etc are all releasing product lines that touch on these usecases and are doing so by building their own in-house models.
MS's biggest moat in the Enterprise space recently has been it's partnership w/ OpenAI, which forced all the other competitors to spend 2-3 years building in-house models and teams.