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My hot-take:
  • Everyone has woken up to the massive Copyright Infringement As A Service that AI is....and they want to disavow any involvement
  • Simultaneously Regulators have found a new thing they can steal tax from and MSFT/AAPL are distancing themselves.
  • Simultaneously they both realize the 'secret sauce' in AI can no longer be kept that secret and its just a matter of time until open-source models can compete
  • Simultaneously they are busy replicating OpenAI internally without all the copyright infringement and will release it as a commercial service for domain specific customer use cases.
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