Anthropic and OpenAI license to the public clouds. Google reportedly licenses to Apple. licensing to Fortune 100 companies running on their own infra is an obvious next step
it is a race to the bottom and I’m not sure the labs win that race. we’ll see!
I'm not sure the labs will win either. I wouldn't be surprised to see OpenAI & Anthropic just get acquired, either by Microsoft or Amazon and their models just become another product offering in their public cloud and and some hybrid on-prem offering like Azure Stack HCI or Azure Stack Hub (already basically a "cloud in a black box" that could become "AI in a box")
Anthropic and OpenAI license to the public clouds. Google reportedly licenses to Apple. licensing to Fortune 100 companies running on their own infra is an obvious next step
it is a race to the bottom and I’m not sure the labs win that race. we’ll see!