Microsoft betrays OpenAI and Anthropic
Microsoft has turned on two of the companies it helped build, OpenAI and Anthropic, in a move that could destabilize the entire AI industry. Here is what happened: Inside Excel and Outlook, two of the most widely used business applications globally, Microsoft has begun routing tens of thousands of AI requests through its own infrastructure, effectively cutting out the very partners it once backed. This betrayal threatens to upend the AI trade as we know it. #Microsoft
Transcript (en)
This is what owning the full stack end-to-end looks like. It's the foundation of Microsoft Frontier Tuning, lets you customize the MAI models using our full sack hill climbing machine right where you want it. And it means that the disciplined and very relentless engineering that has gone into building our models is now available to all of you on a platform that you can trust, working on your behalf to create custom agents that you will control. So the really big thing, of course, that's happened in the last year is these RLEs, reinforcement learning environments, these unique training gyms for your AIs. They create company and task-specific agents adapted only to you, built on MAI models. So for example, within Microsoft, we use our RLEs combined with our MAI models to climb towards the best agentic use cases on Excel. Our MAI-tuned model is now on par with GBT 5.4 on public and private benchmarks, whilst at the same time being 10 times more efficient on cost.
