Casey Newton

But it did have this one interesting, like, contractual stipulation.

And now even that is off the table.

So now we just have sort of AGI as evaluated by Vibes.

So, Casey, what did you make of this loosened partnership between OpenAI and Microsoft?

Right.

Yeah, I think it's good for both of them.

I think it's a little better for OpenAI.

They got most of what they wanted.

I think the bigger deal for them is the ability to work with other cloud providers.

So now they can work with Amazon or Google Cloud Platform and big corporate customers who use those cloud platforms can now use OpenAI models.

They don't have to go to Azure to do that.

I think that allows them to strike these other bigger deals and to reach other corporate customers who may have been limited before by the fact that it's really hard and annoying to change cloud providers.

Yeah, so OpenAI wasted no time in its new open marriage with Microsoft.

It went back out on the market and found themselves in bed with Amazon.

It found themselves in bedrock with Amazon.

But I'm sorry, you can go on.

Yes, so on Tuesday, OpenAI and Amazon announced an expansion of their deal that they'd announced back in February that will allow OpenAI to sell its models through AWS's Bedrock AI platform and make Codex its coding model available on Bedrock as well.

OpenAI and Amazon will reportedly also develop customized models to power Amazon's consumer-facing applications, and Amazon will invest $50 billion in OpenAI.

Wow.

So there's some interesting stuff here.