This is the best summary I could come up with:
Their bids to get into mobile, search, and hardware have all either stalled or fallen flat, and numerous product experiments have failed to penetrate their respective markets.
OpenAI gets a combination investor and customer with effectively bottomless pockets and a sincere desire to integrate AI tools into every corner of its business.
Nadella makes no mention of Microsoft training its own foundation models, though they are likely doing so quietly to hedge against treachery, because their efforts pale in comparison to the forward momentum of its partnership.
Microsoft would be even worse off than Google, having to scramble to build LLMs a fraction as good, and every month they spent trying to catch up saw their competitor score another million users.
So it should come as no surprise that Microsoft is expending enormous amounts of money to fortify their position and, to the extent possible, expand and deepen their partnership with OpenAI.
It’s the curse of the innovator (or in this case integrator) that they should be the first to face new risks, and Microsoft seems ready to fill this role by putting AI to work in, as far as I can tell, nearly every single business unit and product where it can conceivably be included.
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