Breaking Analysis: The Openai Meltdown...Winners & Losers In The Battle For AI Supremacy
Wikibon, Tuesday, November 21,2023
Conventional wisdom says Microsoft is the big winner in the recent OpenAI saga. We don't quite see it that way. Both Microsoft and OpenAI are in a worse position today than they were last Thursday, prior to the firing of OpenAI CEO Sam Altman and the ongoing public drama that ensues. Microsoft and OpenAI had a huge lead in market momentum, AI adoption and feature acceleration and were setting the narrative in AI.
Our discussions with customers and industry insiders leads us to conclude that the duo has put its substantial lead at risk. While Satya Nadella is making lemonade from lemons, the window was just cracked open for the competition and it's more clear than ever that one large language model will not rule them all.
In this Breaking Analysis we weigh in on the impacts of the OpenAI meltdown with a deeper look at the customer perspective and how it alters the competitive landscape in the battle for AI supremacy. As well, the amazing data team at ETR has run a quick survey of OpenAI Microsoft customers to gauge reactions and we'll share that fresh data.
Before we get into that.