Azure had a real competitive advantage thanks to being the only hyperscaler able to offer OpenAI models, but this also hindered OpenAI, particularly once it became clear that many enterprises cared first and foremost about accessing models on their current cloud of choice; I've been noting for a while that this was a real competitive advantage for Anthropic.
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Without a coherent industrial strategy covering energy, skills, investment, and R and D, we're effectively putting headwinds in front of our most productive exporters rather than giving them a competitive advantage.
Peter Griffin — The Business of Tech
The thing that started as like Elon sort of being like I want to buy Twitter is now like a Neol with a massive supercomputer data center and a coding agent and code review for the age of AI because don't forget they own graphite now or potentially will uh and and and a social the space review
TBPN
As long as it's helping us at some point they'll shift their focus towards profit.
TBPN