Something I don't hear discussed enough - how Microsoft pointlessly screwed over OpenAI and handed the enterprise market to Anthropic. Microsoft is a big investor in OpenAI and decided to make their models exclusive to Azure Cloud. This turned out perfectly for Anthropic, but not for OpenAI and maybe not for Microsoft either. Back in c.2023/4, OpenAI was not only leading in consumer but the enterprise too - it was first to introduce things like JSON response format and Structured Outputs, Batch Mode and a bunch of other features - all ahead of Anthropic. And it wasn't clear that Anthropic's models were any better at that point. So how did Anthropic gain share? Back then it wasn't Claude Code or Cursor, but it as the simple fact that if you are on AWS (c.35% of market), Claude models were by far the best models you could access. Remember, OpenAI wasn't allowed to be on AWS. AWS customers could go to OpenAI directly and some did, but don't underestimate the amount of effort this takes for large companies. I was working in a large legacy business at the time and it took us c.4 months and about $500k to just get access to OpenAI at the time, being an AWS customer. And this was considered a highly successful project. Most will just not bother. Perhaps back in 2023, exclusivity was useful - OpenAI was basically the only game in town and some could theoretically switch to Azure. But now, what's the theory for keeping OpenAI exclusive to Azure? If you are an AWS or GCP customer (half the market), the easiest thing you can do is to just go use the API that is available in your cloud, which still cannot be OpenAI. I can't imagine a situation where a meaningful AWS customer would switch clouds to Azure to only use OpenAI models. And what for? Ok, Azure gained a couple of points in market share, maybe some of it was because of OpenAI exclusivity back in the day. Now, OpenAI is frantically re-writing their relationship with Microsoft and it might leave Microsoft with no IP in the future. Even mathematically, I would bet higher OpenAI growth would have generated more value for Microsoft through their ownership of OpenAI rather than getting Azure a little bit of an advantage 3 years ago. I hope Dario will buy Satya a beer.