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▶ 6:51 · $OPENAI · Rishi Jaluria: OpenAI partnership powers Microsoft's first-party models but multimodality is the strategic endgame

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$OPENAIneutral· mediumrishi jaluria

Rishi Jaluria: OpenAI partnership powers Microsoft's first-party models but multimodality is the strategic endgame

Microsoft's strong economic relationship with OpenAI drives first-party model development, but Satya Nadella's push for open source and multimodal model selection (critique/counse…

$MSFT···bullish· mediumrishi jaluria

Rishi Jaluria: Azure on track to reach AWS scale within several years

Extrapolating current growth rates, Azure could converge with AWS in size within the next few years, moving the competitive dynamic from a clear #1/#2 to a 1A/1B duopoly with dist…

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